Civic Intelligence

Unisource Insurance Associates LLC

Plan context: The Fc USA & Uia 401(K) Retirement Savings Plan

EIN 48-1265919 • Waukesha, WI • 11 filings • 3 plans

2246 West Bluemound RoadSte. A1Waukesha, WI 53186
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$3,251,960

2024 Contributions

$258,480

Historical Graphs

Total Assets Over Time

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

$3,251,960$1,625,980$0200820132024YearValue
$3,251,960Latest year 2024

Participants Over Time

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

36180200820132024YearValue
36Latest 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
2024236$3,251,960$258,480$7,180iApproximate average salary by contribution assumption: employee only about $179,500 at 4% or $119,667 at 6%; with 50% employer match about $119,667 at 4% or $79,778 at 6%; with 100% employer match about $89,750 at 4% or $59,833 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-36$1,933,603$149,511$4,153iApproximate average salary by contribution assumption: employee only about $103,827 at 4% or $69,218 at 6%; with 50% employer match about $69,218 at 4% or $46,145 at 6%; with 100% employer match about $51,914 at 4% or $34,609 at 6%.
Unisource Insurance Associates LLC 401(K) Plan-10$1,318,357$108,969$10,897iApproximate average salary by contribution assumption: employee only about $272,423 at 4% or $181,615 at 6%; with 50% employer match about $181,615 at 4% or $121,077 at 6%; with 100% employer match about $136,211 at 4% or $90,808 at 6%.
2023110$1,263,491$111,170$11,117iApproximate average salary by contribution assumption: employee only about $277,925 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,963 at 4% or $92,642 at 6%.
Unisource Insurance Associates LLC 401(K) Plan-10$1,263,491$111,170$11,117iApproximate average salary by contribution assumption: employee only about $277,925 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,963 at 4% or $92,642 at 6%.
2022111$1,027,082$134,081$12,189iApproximate average salary by contribution assumption: employee only about $304,730 at 4% or $203,153 at 6%; with 50% employer match about $203,153 at 4% or $135,435 at 6%; with 100% employer match about $152,365 at 4% or $101,577 at 6%.
Unisource Insurance Associates LLC 401(K) Plan-11$1,027,082$134,081$12,189iApproximate average salary by contribution assumption: employee only about $304,730 at 4% or $203,153 at 6%; with 50% employer match about $203,153 at 4% or $135,435 at 6%; with 100% employer match about $152,365 at 4% or $101,577 at 6%.
202119$1,062,808$974,745$108,305iApproximate average salary by contribution assumption: employee only about $2,707,625 at 4% or $1,805,083 at 6%; with 50% employer match about $1,805,083 at 4% or $1,203,389 at 6%; with 100% employer match about $1,353,813 at 4% or $902,542 at 6%.
Unisource Insurance Associates LLC 401(K) Plan-9$1,062,808$974,745$108,305iApproximate average salary by contribution assumption: employee only about $2,707,625 at 4% or $1,805,083 at 6%; with 50% employer match about $1,805,083 at 4% or $1,203,389 at 6%; with 100% employer match about $1,353,813 at 4% or $902,542 at 6%.
2013127$627,977$132,732$4,916iApproximate average salary by contribution assumption: employee only about $122,900 at 4% or $81,933 at 6%; with 50% employer match about $81,933 at 4% or $54,622 at 6%; with 100% employer match about $61,450 at 4% or $40,967 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-27$627,977$132,732$4,916iApproximate average salary by contribution assumption: employee only about $122,900 at 4% or $81,933 at 6%; with 50% employer match about $81,933 at 4% or $54,622 at 6%; with 100% employer match about $61,450 at 4% or $40,967 at 6%.
2012125$414,739$95,392$3,816iApproximate average salary by contribution assumption: employee only about $95,392 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,396 at 6%; with 100% employer match about $47,696 at 4% or $31,797 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-25$414,739$95,392$3,816iApproximate average salary by contribution assumption: employee only about $95,392 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,396 at 6%; with 100% employer match about $47,696 at 4% or $31,797 at 6%.
2011123$277,083$40,073$1,742iApproximate average salary by contribution assumption: employee only about $43,558 at 4% or $29,038 at 6%; with 50% employer match about $29,038 at 4% or $19,359 at 6%; with 100% employer match about $21,779 at 4% or $14,519 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-23$277,083$40,073$1,742iApproximate average salary by contribution assumption: employee only about $43,558 at 4% or $29,038 at 6%; with 50% employer match about $29,038 at 4% or $19,359 at 6%; with 100% employer match about $21,779 at 4% or $14,519 at 6%.
2010118$245,889$31,930$1,774iApproximate average salary by contribution assumption: employee only about $44,347 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,782 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-18$245,889$31,930$1,774iApproximate average salary by contribution assumption: employee only about $44,347 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,782 at 6%.
2009122$195,921$50,344$2,288iApproximate average salary by contribution assumption: employee only about $57,209 at 4% or $38,139 at 6%; with 50% employer match about $38,139 at 4% or $25,426 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-22$195,921$50,344$2,288iApproximate average salary by contribution assumption: employee only about $57,209 at 4% or $38,139 at 6%; with 50% employer match about $38,139 at 4% or $25,426 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%.
2008121$116,718$113,622$5,411iApproximate average salary by contribution assumption: employee only about $135,264 at 4% or $90,176 at 6%; with 50% employer match about $90,176 at 4% or $60,117 at 6%; with 100% employer match about $67,632 at 4% or $45,088 at 6%.
The Fc USA & Uia 401(K) Retirement Savings Plan-21$116,718$113,622$5,411iApproximate average salary by contribution assumption: employee only about $135,264 at 4% or $90,176 at 6%; with 50% employer match about $90,176 at 4% or $60,117 at 6%; with 100% employer match about $67,632 at 4% or $45,088 at 6%.