How big is Affiliated Insurance Managers' plan?

Affiliated Insurance Managers' plan reported $7.6M in assets and 1 participants for 2024.

Original filing (PDF)20250919084448NAL0002474864001

Affiliated Insurance Managers

Name: Affiliated Insurance Managers — Affiliated Insurance, Form 5500 (2024)
Creator: Affiliated Insurance Managers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affiliated Insurance Managers 401(k) Plan

401(k) retirement plan · Affiliated Insurance Managers' Affiliated Insurance Managers 401(k) Plan held $7.6M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Sean P. DALY signed Affiliated Insurance Managers' 2024 Form 5500 as plan administrator.

Sean P. DALY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affiliated Insurance Managers' EIN is 05-0495846.

EIN 05-0495846

Plan number 001

Plan year 2024

ACK ID 20250919084448NAL0002474864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affiliated Insurance Managers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affiliated Insurance Managers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

AFFILIATED INSURANCE MANAGERS

EIN

all filings

Address

935 JEFFERSON BOULEVARD, SUITE 2001 · WARWICK, RI · 02886

Phone

(401) 352-3000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator