Original filing (PDF)20251229132619NAL0010219779001

GREATER LEXINGTON INSURANCE AGENCY

Name: GREATER LEXINGTON INSURANCE AGENCY — GREATER LEXINGTON INSURANCE AGENCY CBS BENEFIT PLAN, Form 5500 (2024)
Creator: GREATER LEXINGTON INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

GREATER LEXINGTON INSURANCE AGENCY CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GREATER LEXINGTON INSURANCE AGENCY

EIN

03-0576342

Address

1066 WELLINGTON WAY · LEXINGTON, KY · 40513

Phone

(859) 224-2477

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator