Civic Intelligence

Liberty Insurance Group Inc.

Plan context: Liberty Insurance Group Inc. 401(K) Profit Sharing Plan

EIN 39-1975208 • Brookfield, WI • 22 filings • 2 plans

Dba Transition Health Benefits17040 W. Greenfield Ave., Ste 1Brookfield, WI 53005
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,256,660

2024 Contributions

$43,275

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,256,660$1,128,330$0200320142024YearValue
$2,256,660Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050200320142024YearValue
10Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$2,256,660$43,275$4,328iApproximate average salary by contribution assumption: employee only about $108,188 at 4% or $72,125 at 6%; with 50% employer match about $72,125 at 4% or $48,083 at 6%; with 100% employer match about $54,094 at 4% or $36,063 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-10$2,256,660$43,275$4,328iApproximate average salary by contribution assumption: employee only about $108,188 at 4% or $72,125 at 6%; with 50% employer match about $72,125 at 4% or $48,083 at 6%; with 100% employer match about $54,094 at 4% or $36,063 at 6%.
202318$1,993,410$141,277$17,660iApproximate average salary by contribution assumption: employee only about $441,491 at 4% or $294,327 at 6%; with 50% employer match about $294,327 at 4% or $196,218 at 6%; with 100% employer match about $220,745 at 4% or $147,164 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-8$1,993,410$141,277$17,660iApproximate average salary by contribution assumption: employee only about $441,491 at 4% or $294,327 at 6%; with 50% employer match about $294,327 at 4% or $196,218 at 6%; with 100% employer match about $220,745 at 4% or $147,164 at 6%.
202217$1,656,502$109,008$15,573iApproximate average salary by contribution assumption: employee only about $389,314 at 4% or $259,543 at 6%; with 50% employer match about $259,543 at 4% or $173,029 at 6%; with 100% employer match about $194,657 at 4% or $129,771 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-7$1,656,502$109,008$15,573iApproximate average salary by contribution assumption: employee only about $389,314 at 4% or $259,543 at 6%; with 50% employer match about $259,543 at 4% or $173,029 at 6%; with 100% employer match about $194,657 at 4% or $129,771 at 6%.
202117$1,879,053$98,857$14,122iApproximate average salary by contribution assumption: employee only about $353,061 at 4% or $235,374 at 6%; with 50% employer match about $235,374 at 4% or $156,916 at 6%; with 100% employer match about $176,530 at 4% or $117,687 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-7$1,879,053$98,857$14,122iApproximate average salary by contribution assumption: employee only about $353,061 at 4% or $235,374 at 6%; with 50% employer match about $235,374 at 4% or $156,916 at 6%; with 100% employer match about $176,530 at 4% or $117,687 at 6%.
202014$1,672,804$92,799$23,200iApproximate average salary by contribution assumption: employee only about $579,994 at 4% or $386,663 at 6%; with 50% employer match about $386,663 at 4% or $257,775 at 6%; with 100% employer match about $289,997 at 4% or $193,331 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$1,672,804$92,799$23,200iApproximate average salary by contribution assumption: employee only about $579,994 at 4% or $386,663 at 6%; with 50% employer match about $386,663 at 4% or $257,775 at 6%; with 100% employer match about $289,997 at 4% or $193,331 at 6%.
201914$1,503,023$80,723$20,181iApproximate average salary by contribution assumption: employee only about $504,519 at 4% or $336,346 at 6%; with 50% employer match about $336,346 at 4% or $224,231 at 6%; with 100% employer match about $252,259 at 4% or $168,173 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$1,503,023$80,723$20,181iApproximate average salary by contribution assumption: employee only about $504,519 at 4% or $336,346 at 6%; with 50% employer match about $336,346 at 4% or $224,231 at 6%; with 100% employer match about $252,259 at 4% or $168,173 at 6%.
201814$1,176,367$76,796$19,199iApproximate average salary by contribution assumption: employee only about $479,975 at 4% or $319,983 at 6%; with 50% employer match about $319,983 at 4% or $213,322 at 6%; with 100% employer match about $239,988 at 4% or $159,992 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$1,176,367$76,796$19,199iApproximate average salary by contribution assumption: employee only about $479,975 at 4% or $319,983 at 6%; with 50% employer match about $319,983 at 4% or $213,322 at 6%; with 100% employer match about $239,988 at 4% or $159,992 at 6%.
201714$1,180,592$75,936$18,984iApproximate average salary by contribution assumption: employee only about $474,600 at 4% or $316,400 at 6%; with 50% employer match about $316,400 at 4% or $210,933 at 6%; with 100% employer match about $237,300 at 4% or $158,200 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$1,180,592$75,936$18,984iApproximate average salary by contribution assumption: employee only about $474,600 at 4% or $316,400 at 6%; with 50% employer match about $316,400 at 4% or $210,933 at 6%; with 100% employer match about $237,300 at 4% or $158,200 at 6%.
201614$983,365$42,373$10,593iApproximate average salary by contribution assumption: employee only about $264,831 at 4% or $176,554 at 6%; with 50% employer match about $176,554 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$983,365$42,373$10,593iApproximate average salary by contribution assumption: employee only about $264,831 at 4% or $176,554 at 6%; with 50% employer match about $176,554 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%.
201514$891,843$65,144$16,286iApproximate average salary by contribution assumption: employee only about $407,150 at 4% or $271,433 at 6%; with 50% employer match about $271,433 at 4% or $180,956 at 6%; with 100% employer match about $203,575 at 4% or $135,717 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-4$891,843$65,144$16,286iApproximate average salary by contribution assumption: employee only about $407,150 at 4% or $271,433 at 6%; with 50% employer match about $271,433 at 4% or $180,956 at 6%; with 100% employer match about $203,575 at 4% or $135,717 at 6%.
201412$834,342$63,620$31,810iApproximate average salary by contribution assumption: employee only about $795,250 at 4% or $530,167 at 6%; with 50% employer match about $530,167 at 4% or $353,444 at 6%; with 100% employer match about $397,625 at 4% or $265,083 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-2$834,342$63,620$31,810iApproximate average salary by contribution assumption: employee only about $795,250 at 4% or $530,167 at 6%; with 50% employer match about $530,167 at 4% or $353,444 at 6%; with 100% employer match about $397,625 at 4% or $265,083 at 6%.
201312$741,608$62,148$31,074iApproximate average salary by contribution assumption: employee only about $776,850 at 4% or $517,900 at 6%; with 50% employer match about $517,900 at 4% or $345,267 at 6%; with 100% employer match about $388,425 at 4% or $258,950 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-2$741,608$62,148$31,074iApproximate average salary by contribution assumption: employee only about $776,850 at 4% or $517,900 at 6%; with 50% employer match about $517,900 at 4% or $345,267 at 6%; with 100% employer match about $388,425 at 4% or $258,950 at 6%.
201212$614,504$62,664$31,332iApproximate average salary by contribution assumption: employee only about $783,300 at 4% or $522,200 at 6%; with 50% employer match about $522,200 at 4% or $348,133 at 6%; with 100% employer match about $391,650 at 4% or $261,100 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-2$614,504$62,664$31,332iApproximate average salary by contribution assumption: employee only about $783,300 at 4% or $522,200 at 6%; with 50% employer match about $522,200 at 4% or $348,133 at 6%; with 100% employer match about $391,650 at 4% or $261,100 at 6%.
201113$521,581$64,321$21,440iApproximate average salary by contribution assumption: employee only about $536,008 at 4% or $357,339 at 6%; with 50% employer match about $357,339 at 4% or $238,226 at 6%; with 100% employer match about $268,004 at 4% or $178,669 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$521,581$64,321$21,440iApproximate average salary by contribution assumption: employee only about $536,008 at 4% or $357,339 at 6%; with 50% employer match about $357,339 at 4% or $238,226 at 6%; with 100% employer match about $268,004 at 4% or $178,669 at 6%.
201013$480,848$69,255$23,085iApproximate average salary by contribution assumption: employee only about $577,125 at 4% or $384,750 at 6%; with 50% employer match about $384,750 at 4% or $256,500 at 6%; with 100% employer match about $288,563 at 4% or $192,375 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$480,848$69,255$23,085iApproximate average salary by contribution assumption: employee only about $577,125 at 4% or $384,750 at 6%; with 50% employer match about $384,750 at 4% or $256,500 at 6%; with 100% employer match about $288,563 at 4% or $192,375 at 6%.
200913$372,600$69,170$23,057iApproximate average salary by contribution assumption: employee only about $576,417 at 4% or $384,278 at 6%; with 50% employer match about $384,278 at 4% or $256,185 at 6%; with 100% employer match about $288,208 at 4% or $192,139 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$372,600$69,170$23,057iApproximate average salary by contribution assumption: employee only about $576,417 at 4% or $384,278 at 6%; with 50% employer match about $384,278 at 4% or $256,185 at 6%; with 100% employer match about $288,208 at 4% or $192,139 at 6%.
200813$286,499$60,571$20,190iApproximate average salary by contribution assumption: employee only about $504,758 at 4% or $336,506 at 6%; with 50% employer match about $336,506 at 4% or $224,337 at 6%; with 100% employer match about $252,379 at 4% or $168,253 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$286,499$60,571$20,190iApproximate average salary by contribution assumption: employee only about $504,758 at 4% or $336,506 at 6%; with 50% employer match about $336,506 at 4% or $224,337 at 6%; with 100% employer match about $252,379 at 4% or $168,253 at 6%.
200713$351,451$58,632$19,544iApproximate average salary by contribution assumption: employee only about $488,600 at 4% or $325,733 at 6%; with 50% employer match about $325,733 at 4% or $217,156 at 6%; with 100% employer match about $244,300 at 4% or $162,867 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$351,451$58,632$19,544iApproximate average salary by contribution assumption: employee only about $488,600 at 4% or $325,733 at 6%; with 50% employer match about $325,733 at 4% or $217,156 at 6%; with 100% employer match about $244,300 at 4% or $162,867 at 6%.
200613$278,805$79,060$26,353iApproximate average salary by contribution assumption: employee only about $658,833 at 4% or $439,222 at 6%; with 50% employer match about $439,222 at 4% or $292,815 at 6%; with 100% employer match about $329,417 at 4% or $219,611 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$278,805$79,060$26,353iApproximate average salary by contribution assumption: employee only about $658,833 at 4% or $439,222 at 6%; with 50% employer match about $439,222 at 4% or $292,815 at 6%; with 100% employer match about $329,417 at 4% or $219,611 at 6%.
200513$175,273$57,882$19,294iApproximate average salary by contribution assumption: employee only about $482,350 at 4% or $321,567 at 6%; with 50% employer match about $321,567 at 4% or $214,378 at 6%; with 100% employer match about $241,175 at 4% or $160,783 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$175,273$57,882$19,294iApproximate average salary by contribution assumption: employee only about $482,350 at 4% or $321,567 at 6%; with 50% employer match about $321,567 at 4% or $214,378 at 6%; with 100% employer match about $241,175 at 4% or $160,783 at 6%.
200413$109,187$41,832$13,944iApproximate average salary by contribution assumption: employee only about $348,600 at 4% or $232,400 at 6%; with 50% employer match about $232,400 at 4% or $154,933 at 6%; with 100% employer match about $174,300 at 4% or $116,200 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-3$109,187$41,832$13,944iApproximate average salary by contribution assumption: employee only about $348,600 at 4% or $232,400 at 6%; with 50% employer match about $232,400 at 4% or $154,933 at 6%; with 100% employer match about $174,300 at 4% or $116,200 at 6%.
200312$59,108$55,450$27,725iApproximate average salary by contribution assumption: employee only about $693,125 at 4% or $462,083 at 6%; with 50% employer match about $462,083 at 4% or $308,056 at 6%; with 100% employer match about $346,563 at 4% or $231,042 at 6%.
Liberty Insurance Group Inc. 401(K) Profit Sharing Plan-2$59,108$55,450$27,725iApproximate average salary by contribution assumption: employee only about $693,125 at 4% or $462,083 at 6%; with 50% employer match about $462,083 at 4% or $308,056 at 6%; with 100% employer match about $346,563 at 4% or $231,042 at 6%.