How big is Creative Insurance Agency Inc.'s plan?

Creative Insurance Agency Inc.'s plan reported $3.6M in assets and 3 participants for 2024.

Original filing (PDF)20251014110400NAL0002591345001

Creative Insurance Agency Inc.

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

Form 5500-SF

FILING_RECEIVED

Creative Insurance Agency Inc. Defined Benefit Plan

Defined-benefit pension plan · Creative Insurance Agency Inc.'s Creative Insurance Agency Inc. Defined Benefit Plan held $3.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Creative Insurance Agency Inc.'s EIN is 11-2729577.

EIN 11-2729577

Plan number 003

Plan year 2024

ACK ID 20251014110400NAL0002591345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Creative Insurance Agency Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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