How big is Insurance Trust's plan?

Insurance Trust's plan reported $817K in assets and 12 participants for 2022.

Original filing (PDF)20230630090440NAL0010440208001

Insurance Trust

Name: Insurance Trust — Insurance Trust Retirement Plan, Form 5500 (2022)
Creator: Insurance Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurance Trust Retirement Plan

401(k) retirement plan · Insurance Trust's Insurance Trust Retirement Plan held $817K in plan assets for 12 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$817K

Net assets (EOY)

$817K

Plan identifiers

Insurance Trust's EIN is 01-6020129.

EIN 01-6020129

Plan number 002

Plan year 2022

ACK ID 20230630090440NAL0010440208001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Insurance Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Insurance Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSURANCE TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score