· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ATLANTIC INSURANCE GROUP AG IN — ATLANTIC INSURANCE GROUP AG IN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403101731NAL0019611730001
ATLANTIC INSURANCE GROUP AG IN
Form 5500-SF
FILING_RECEIVED
ATLANTIC INSURANCE GROUP AG IN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
8
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ATLANTIC INSURANCE GROUP AG IN
.
Find decision makers
Plan sponsor
Name
ATLANTIC INSURANCE GROUP AG IN
EIN
04-3423682
Address
245 WILLARD ST STE 200 · QUINCY, MA · 021691669
Phone
(617) 698-2200
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
JOHN F HOWELLS IV D/B/A PARAMOUNT PLANNING GROUP
PPG DEFINED BENEFIT PENSION PLAN
$1.9M · 2 participants
JOAN ROISUM INSURANCE AGENCY, INC.
ROISUM COMPANIES 401(K) PLAN
$1.9M · 2 participants
MARK III BROKERAGE, INC
MARK III BROKERAGE, INC. 401(K) PLAN
$1.9M · 62 participants
PHIL ADAMS COMPANY, INC.
PHIL ADAMS COMPANY 401(K) PLAN
$1.9M · 2 participants
RGM INSURANCE AGENCY, INC.
RGM INSURANCE AGENCY INC 401(K) P/S
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 7 participants
L2 FINANCIAL, INC.
L2 FINANCIAL, INC. RETIREMENT PLAN
$1.9M · 3 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
