· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUNTER INSURANCE, INC. — HUNTER INSURANCE, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250815095151NAL0023907346001
HUNTER INSURANCE, INC.
Form 5500-SF
FILING_RECEIVED
HUNTER INSURANCE, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
22
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
HUNTER INSURANCE, INC.
.
Find decision makers
Plan sponsor
Name
HUNTER INSURANCE, INC.
EIN
05-0449192
Address
P.O. BOX 1 · MANVILLE, RI · 02838
Phone
(401) 769-9500
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
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
BENNIE HEALTH, INC.
BENNIE 401(K) PLAN
$4.8M · 131 participants
CONNER INSURANCE, INC.
CONNER INSURANCE, INC 401(K) PLAN
$4.8M · 48 participants
SWAN & SONS-MORSS CO., INC.
SWAN & SONS-MORSS CO. DEFERRED PROFIT SHARING PLAN
$4.8M · 19 participants
MIDLAND TITLE & ESCROW, LTD.
MIDLAND TITLE 401(K) PLAN
$4.8M · 30 participants
HILL AND STONE INSURANCE AGENCY, INC.
HILL AND STONE INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
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.
$4.8M · 9 participants
THE CUTLER GROUP, INC.
THE CUTLER GROUP 401(K) PLAN
$4.8M · 37 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
