General Insurance Brokers retirement plan: assets, participants and fees
What General Insurance Brokers' 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 | Empower Annuity Insurance Company | 2024 Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Plan history
Plan assets went from $331K at the end of plan year 2021 to $757K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 16 | $757K | $19K | $1,209 | 1.29% | Not published | Form 5500 ↗ |
| 2024 | 16 | $583K | $19K | $1,201 | 1.44% | Not published | Form 5500 ↗ |
| 2023 | 17 | $451K | $16K | $1,084 | 1.67% | Not published | Form 5500 ↗ |
| 2022 | 13 | $325K | $13K | $1,035 | — | Not published | Form 5500 ↗ |
| 2021 | 14 | $331K | $14K | $1,067 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does General Insurance Brokers match 401(k) contributions?
The match terms for the General Insurance Brokers Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $19K in employer contributions, about $1,209 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the General Insurance Brokers 401(k) match vested?
The vesting schedule for the General Insurance Brokers Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the General Insurance Brokers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is General Insurance Brokers.
I left General Insurance Brokers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (General Insurance Brokers, (787) 625-1700) or the recordkeeper, Empower Annuity Insurance Company. The General Insurance Brokers old 401(k) page lists the contacts from every plan filing. Find an old General Insurance Brokers 401(k)
Data from the public Form 5500 annual reports General Insurance Brokers 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 General Insurance Brokers. Not financial advice. Report a correction · Methodology