SURPLUS LINE ASSOCIATION SAVINGS PLAN

Plan Contact

  • Address: 12667 ALCOSTA BOULEVARD SUITE 450,SAN RAMON,CA
  • Contact person: ELENA WEALTY
  • Phone: (415) 434-4900

Plan General Information

SURPLUS LINE ASSOCIATION SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SURPLUS LINE ASSOCIATION SAVINGS PLAN is $16,852,649.00.This plan was established in 1997.

SURPLUS LINE ASSOCIATION SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SURPLUS LINE ASSOCIATION SAVINGS PLAN is 180

SURPLUS LINE ASSOCIATION SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SURPLUS LINE ASSOCIATION SAVINGS PLAN is $93,625.00

SURPLUS LINE ASSOCIATION SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SURPLUS LINE ASSOCIATION SAVINGS PLAN is $11,868.00.

SURPLUS LINE ASSOCIATION SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SURPLUS LINE ASSOCIATION SAVINGS PLAN is approximately $3,911.00
Investing in this additonal $3,911.00 for 20 years would give you extra $250,319.00, assuming a 10% annual return.

SURPLUS LINE ASSOCIATION SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, SURPLUS LINE ASSOCIATION SAVINGS PLAN allocates $704,024.00 to match its employees' contributions, providing an employer match rate of 65.91% of their contributions

SURPLUS LINE ASSOCIATION SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SURPLUS LINE ASSOCIATION SAVINGS PLAN is 19.74%.

SURPLUS LINE ASSOCIATION SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SURPLUS LINE ASSOCIATION SAVINGS PLAN is 8.65%. This measures the effectiveness of the plan participants' investments in the year.

SURPLUS LINE ASSOCIATION SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SURPLUS LINE ASSOCIATION SAVINGS PLAN is 0.01%.

Enrollment Features

SURPLUS LINE ASSOCIATION SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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