Acrisure, LLC, Grand Rapids, MI. EIN 26-3554645. Annual reports 2009–2025. Also filed as Insurance & Bonds Agency of Texas PLLC; Insurance & Bonds Agency of Texas LLC; Acrisure, LLC. (City Underwriting Agency); Acrisure, LLC (Allen Lawrence & Associates Inc.).
Acrisure, LLC has one active retirement plan on file, the Acrisure 401(k) Savings Plan, with 13,873 participants and $1.1 billion in assets in 2024. Principal has been its recordkeeper since 2023. No traditional pension plan appears in Acrisure's filings since 2009.
Union Benefit Planners, Inc. 401(k) Profit Sharing Plan & Trust
401(k)MergedUnion (multiemployer)
Merged. In 2025 its assets moved to the Acrisure 401(k) Savings Plan, sponsored by Acrisure, LLC (EIN 26-3554645, plan 025). Accounts moved with them, so that plan is the one to contact.
Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.
Plan number
005Employer EIN 26-3554645
Participants (2017)
64
Net assets (2017)
$90,225
Plan administrator
Acrisure, LLC 10101 Reunion Place Ste 100 San Antonio, TX 78216 (210) 697-2222As filed for 2018
In effect since
July 1, 2003
Earlier sponsor: Insurance & Bonds Agency of Texas PLLC (2009–2015).
Earlier plan names: Ibi 401(k) Plan.
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
not listed
2017
64
$90,225
not listed
2016
94
$4.6 million
not listed
2015
90
$4.1 million
not listed
2014
105
$4.0 million
not listed
2013
82
$3.5 million
not listed
2012
69
$2.8 million
not listed
2011
71
$2.4 million
not listed
2010
85
$2.7 million
not listed
2009
80
$2.5 million
not listed
Acrisure, LLC D/B/A Allen Lawrence & Associates 401(k) Retirement Savings Plan
401(k)Stopped filingUnion (multiemployer)
No annual report since the 2017 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Acrisure, LLC (Allen Lawrence & Associates Inc.) 7033 Owensmouth Avenue Canoga Park, CA 91303 (818) 704-0700As filed for 2017
In effect since
December 1, 1996
Earlier plan names: The Acrisure 401(k) Plan; Emerson-Prew, Inc. Employees' PS & Thrift Plan and Trust; City Underwriting Agency, Inc. 401(k) Plan; Acrisure, LLC. D/B/A City Underwriting Agency, Inc. (401K) Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
21
$1.4 million
not listed
2016
24
$4.1 million
not listed
2015
19
$816,578
not listed
2014
19
$753,163
not listed
2013
21
$661,896
not listed
2009
0
$0
Principal
Acrisure 401K Savings Plan
401(k)Merged
Merged. In 2017 its assets moved to the Vensure Employer Services Inc 401(k) Profit Sharing Plan, sponsored by Vensure Employer Services, Inc. (EIN 86-1039494, plan 333). Accounts moved with them, so that plan is the one to contact.
Plan number
333Employer EIN 26-3554645
Participants (2016)
1,353
Net assets (2016)
$309,997
Last listed recordkeeper
Pinnacle Financial ServicesEarlier: Applied Plan Administrators (2009)
Plan administrator
3(16) Fiduciary Services Corporation 1732 South Congress Avenue, No. 310 Palm Springs, FL 33461 (561) 440-2139As filed for 2017
In effect since
January 1, 2009
Earlier sponsor: Acrisure Business Outsourcing Services, LLC (2009).
Earlier plan names: Acrisure Business Outsourcing Services Retirement Savings Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
1,353
$309,997
not listed
2015
1,678
$23.1 million
not listed
2014
1,427
$19.3 million
Pinnacle Financial Services
2013
2,005
$19.2 million
Pinnacle Financial Services
2012
2,067
$17.7 million
Pinnacle Financial Services
2011
1,825
$19.9 million
Pinnacle Financial Services
2010
3,472
$21.0 million
Pinnacle Financial Services
2009
668
$8.0 million
Applied Plan Administrators
Acrisure, LLC D/B/A Brakke Schafnitz Insurance Brokers 401(k) Plan
401(k)MergedUnion (multiemployer)
Merged. In 2017 its assets moved to the Acrisure 401(k) Savings Plan, sponsored by Acrisure, LLC (EIN 26-3554645, plan 025). Accounts moved with them, so that plan is the one to contact.
Plan number
017Employer EIN 26-3554645
Participants (2015)
76
Net assets (2015)
$7.9 million
Plan administrator
Acrisure, LLC 28202 Cabot Road, Ste 600 Laguna Niguel, CA 92677 (949) 365-5181As filed for 2017
In effect since
January 1, 1986
Earlier plan names: Paul Goebel Group 401(k) Profit Sharing Retirement Plan.
Year by year, 2015 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
0
$0
not listed
2015
76
$7.9 million
not listed
If you had money in one of these plans
Call Principal (principal.com), which runs the Acrisure 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((616) 317-8363). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.