Arc Excess & Surplus retirement plan: assets, participants and fees
What Arc Excess & Surplus' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pension Parameters Financial | Schedule C ↗ |
| Independent auditor | Schulman Lobel LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Arc Excess & Surplus: employer contribution per participant | $5,006 | |
| Peer median | $2,868 |
| Arc Excess & Surplus: average balance | $125,721 | |
| Peer median | $95,281 |
| Arc Excess & Surplus: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.2M at the end of plan year 2021 to $25.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 201 | $25.3M | $1M | $5,006 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 199 | $22.1M | $1.1M | $5,278 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 185 | $20.2M | $981K | $5,300 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 177 | $20.2M | $918K | $5,188 | 0.51% | Not published | Form 5500 ↗ |
Other Arc Excess & Surplus plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Arc Excess & Surplus, LLC 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock New York | Schedule C ↗ |
| Independent auditor | Schulman Lobel LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Arc Excess & Surplus match 401(k) contributions?
The match terms for the Arc Excess & Surplus, LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $5,006 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arc Excess & Surplus 401(k) match vested?
The vesting schedule for the Arc Excess & Surplus, LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arc Excess & Surplus 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pension Parameters Financial. The plan administrator is Arc Excess & Surplus, LLC.
I left Arc Excess & Surplus. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arc Excess & Surplus, LLC, (516) 747-4100) or the recordkeeper, Pension Parameters Financial. The Arc Excess & Surplus old 401(k) page lists the contacts from every plan filing. Find an old Arc Excess & Surplus 401(k)
Data from the public Form 5500 annual reports Arc Excess & Surplus filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arc Excess & Surplus. Not financial advice. Report a correction · Methodology