How big is Sullivan Insurance Group, Inc.'s plan?

Sullivan Insurance Group, Inc.'s plan reported $8.5M in assets and 39 participants for 2025.

Original filing (PDF)20260220084032NAL0011945474001

Sullivan Insurance Group, Inc.

Name: Sullivan Insurance Group, Inc. — Sullivan Insurance, Form 5500 (2025)
Creator: Sullivan Insurance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan Insurance Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sullivan Insurance Group, Inc.'s Sullivan Insurance Group, Inc. 401(k) Profit Sharing Plan held $8.5M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Sullivan Insurance Group, Inc.'s EIN is 04-2464638.

EIN 04-2464638

Plan number 002

Plan year 2025

ACK ID 20260220084032NAL0011945474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sullivan Insurance Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sullivan Insurance Group, Inc.'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 SULLIVAN INSURANCE GROUP, INC..

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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