How big is Insite Advice's plan?

Insite Advice's plan reported $4K in assets and 5 participants for 2023.

Original filing (PDF)20250328104932NAL0001629312001

Insite Advice

Name: Insite Advice — Insite Advice MCF Benefit Plan, Form 5500 (2023)
Creator: Insite Advice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insite Advice MCF Benefit Plan

Health & welfare plan · Insite Advice's Insite Advice MCF Benefit Plan held $4K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Becky Wekenborg signed Insite Advice's 2023 Form 5500 as plan administrator.

Becky Wekenborg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insite Advice's EIN is 03-0506017.

EIN 03-0506017

Plan number 501

Plan year 2023

ACK ID 20250328104932NAL0001629312001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Insite Advice from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Insite Advice's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score