How big is Sullivan Insurance, Inc.'s plan?

Sullivan Insurance, Inc.'s plan reported $1.6M in assets and 12 participants for 2024.

Original filing (PDF)20251002102019NAL0000243779001

Sullivan Insurance, Inc.

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

Form 5500-SF

FILING_RECEIVED

Sullivan Insurance, Inc. 401(k) Plan

401(k) retirement plan · Sullivan Insurance, Inc.'s Sullivan Insurance, Inc. 401(k) Plan held $1.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

William Sullivan signed Sullivan Insurance, Inc.'s 2024 Form 5500 as plan administrator.

William Sullivan — 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

Sullivan Insurance, Inc.'s EIN is 14-1962284.

EIN 14-1962284

Plan number 001

Plan year 2024

ACK ID 20251002102019NAL0000243779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off