Original filing (PDF)20250929131708NAL0017916034001

Swerling Milton Winnick Public Insurance Adjusters, Inc.

Name: Swerling Milton Winnick Public Insurance Adjusters, Inc. — Form 5500 Plan 002 (2024)
Creator: Swerling Milton Winnick Public Insurance Adjusters, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swerling Milton Winnick Public Insurance Adjusters Inc. Defined Benefit Plan

Defined-benefit pension plan · Swerling Milton Winnick Public Insurance Adjusters, Inc.'s Swerling Milton Winnick Public Insurance Adjusters Inc. Defined Benefit Plan held $3.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Swerling Milton Winnick Public Insurance Adjusters, Inc.'s EIN is 04-2768641.

EIN 04-2768641

Plan number 002

Plan year 2024

ACK ID 20250929131708NAL0017916034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swerling Milton Winnick Public Insurance Adjusters, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swerling Milton Winnick Public Insurance Adjusters, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWERLING MILTON WINNICK PUBLIC INSURANCE ADJUSTERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score