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Company:
Underwriters Safety & Claims
Plan:
Underwriters Safety & Claims, Inc. Retirement Plan
 

Underwriters Safety & Claims

63 Plan: Underwriters Safety & Claims, Inc. Retirement Plan

 
 
63
40
74
87
0
10
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100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (63) and the top rated plan (87) could equate to:
[How is this calculated?]
13 additional years of work
Up to $164,900 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Underwriters Safety & Claims, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Account Balances and Investment Menu Quality. Underwriters Safety & Claims, Inc. Retirement Plan currently has over 200 active participants and over $18.5M in plan assets.

 

 Retirement Plan Details

Address 1700 Eastpoint Parkway
Louisville, KY 40223 
Industry Insurance Agencies and Brokerages
Administrator James K. Johnson
Sponsor Scott C. Ferguson
Net Plan Assets $18,500,000
Total Participants 300
Avg Account Balance $63,000

 Top 3 Funds in this 401k

1. PNC Investment Contract 13%
2. BlackRock Balanced Capital 12%
3. BlackRock Index Equity 8%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Carrier Phoenix Wealth Management
Insurance Advisor/Broker Charles A. Hodgin
Legal Counsel Stoll Keenon Ogden PLLC
Auditor Mountjoy Chilton & Medley LLP

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