Original filing (PDF)20231103082105NAL0023854816001

Insurance Partners, LLC

Name: Insurance Partners, LLC — Insurance Partners, LLC, Form 5500 (2022)
Creator: Insurance Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurance Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Insurance Partners, LLC's Insurance Partners, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mark Frinell signed Insurance Partners, LLC's 2022 Form 5500 as plan administrator.

Mark Frinell — 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

Insurance Partners, LLC's EIN is 20-0206559.

EIN 20-0206559

Plan number 001

Plan year 2022

ACK ID 20231103082105NAL0023854816001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Insurance Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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