· 2022–2024 · DOL EFAST2

NORTHERN INSURING AGENCY, INC. — NORTHERN INSURING AGENCY, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250626105712NAL0020682978001

NORTHERN INSURING AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

NORTHERN INSURING AGENCY, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

36

Accounts w/ balance

55

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

Plan health score

92

/ 100

Grade A

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

71

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHERN INSURING AGENCY, INC..

Plan sponsor

Name

NORTHERN INSURING AGENCY, INC.

EIN

14-0934870

Address

171 MARGARET STREET · POST OFFICE BOX 789 · PLATTSBURGH, NY · 129010789

Phone

(518) 561-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

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

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