Assuredpartners 401(k) plan

Assuredpartners, Inc., Orlando, FL. EIN 27-5176829. Annual reports 2009–2024. Also filed as Neace Lukens Holding Company; Assuredpartners Capital, Inc.; Assured Partners, Inc.

Assuredpartners, Inc. has one active retirement plan on file, the Assuredpartners 401(k) Plan, with 11,273 participants and $1.1 billion in assets in 2024. Empower has been its recordkeeper since 2023. No traditional pension plan appears in Assuredpartners's filings since 2009.

Active plans: 1
Participants: 11,273
Plan assets: $1.1 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Finance and insurance

The plan

Assuredpartners 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-5176829
Participants (2024): 11,273
Net assets (2024): $1.1 billion
Recordkeeper: EmpowerEarlier: Principal (2017–2022), Newport (2016), Newport Retirement Services (2010–2015)
Plan administrator: Assuredpartners, Inc.
450 S. Orange Avenue 4TH Floor
Orlando, FL 32801
(407) 708-1210As filed for 2024
In effect since: January 1, 1995

Plans merged into this one: Keenan & Associates Retirement Savings Plan (2017).

Earlier sponsors: Neace Lukens Holding Company (2009–2010); Assuredpartners Capital, Inc. (2011–2012); Assured Partners, Inc. (2017–2021).

Earlier plan names: Neace Lukens 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,273	$1.1 billion	Empower
2023	10,530	$878 million	Empower
2022	9,898	$738 million	Principal
2021	9,004	$821 million	Principal
2020	7,703	$685 million	Principal
2019	6,821	$524 million	Principal
2018	5,786	$390 million	Principal
2017	4,555	$241 million	Principal
2016	4,062	$167 million	Newport
2015	2,927	$127 million	Newport Retirement Services
2014	2,165	$99.0 million	Newport Retirement Services
2013	1,839	$69.4 million	Newport Retirement Services
2012	1,217	$52.0 million	Newport Retirement Services
2011	669	$26.7 million	Newport Retirement Services
2010	640	$25.1 million	Newport Retirement Services
2009	574	$20.2 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Assuredpartners 401(k) 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 ((407) 708-1210). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Assuredpartners 401(k) Plan

If you had money in one of these plans

What these numbers are

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