Original filing (PDF)20260330140944NAL0005443875001

Executive Insurance Brokerage & Financial Services, Inc.

Name: Executive Insurance Brokerage & Financial Services, Inc. — Form 5500 Plan 001 (2025)
Creator: Executive Insurance Brokerage & Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Executive Insurance Brokerage & Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Executive Insurance Brokerage & Financial Services, Inc.'s Executive Insurance Brokerage & Financial Services, Inc. 401(k) Plan held $789K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

People on this filing

Anthony SCE III signed Executive Insurance Brokerage & Financial Services, Inc.'s 2025 Form 5500 as plan administrator.

Anthony SCE III — 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

Executive Insurance Brokerage & Financial Services, Inc.'s EIN is 11-3429360.

EIN 11-3429360

Plan number 001

Plan year 2025

ACK ID 20260330140944NAL0005443875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Executive Insurance Brokerage & Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Executive Insurance Brokerage & Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC.

EIN

all filings

Address

515 JOHNSON AVENUE · BOHEMIA, NY · 117162671

Phone

(631) 563-8433

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator