· 2022–2024 · DOL EFAST2

ONTARIO INSURANCE COMPANY — ONTARIO INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250613125314NAL0013607267001

ONTARIO INSURANCE COMPANY

Form 5500-SF

FILING_RECEIVED

ONTARIO INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

12

Accounts w/ balance

15

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ONTARIO INSURANCE COMPANY

EIN

16-0754216

Address

28 CANANDAIGUA ST · SHORTSVILLE, NY · 145489762

Phone

(585) 289-9560

Industry

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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STERLING SURPLUS, LLC

STERLING SURPLUS UNDERWRITERS 401(K) PLAN

$733K · 7 participants

FARMERS MUTUAL INSURANCE COMPANY

FARMER'S MUTUAL INSURANCE SAFE HARBOR 401(K) PLAN

$724K · 4 participants

FERNANDEZ INSURANCE AGENCY, INC.

FERNANDEZ INSURANCE AGENCY 401K PLAN

$724K · 7 participants

MISSOURI ALLIANCE MUTUAL INSURANCE COMPANY

MISSOURI ALLIANCE MUTUAL INSURANCE COMPANY 401(K) PLAN

$735K · 7 participants

PEED MANAGEMENT LLC

PEED MANAGEMENT LLC 401K PLAN