Original filing (PDF)20260319130822NAL0009636002001

USI Insurance Services, LLC

Name: USI Insurance Services, LLC — Hooker & Holcombe, Form 5500 (2025)
Creator: USI Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hooker & Holcombe, Inc. Pension Plan

Defined-benefit pension plan · USI Insurance Services, LLC's Hooker & Holcombe, Inc. Pension Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Norman E. Yamamoto signed USI Insurance Services, LLC's 2025 Form 5500 as plan administrator.

Norman E. Yamamoto — 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

USI Insurance Services, LLC's EIN is 13-3771734.

EIN 13-3771734

Plan number 002

Plan year 2025

ACK ID 20260319130822NAL0009636002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for USI Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

USI Insurance Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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