Back to filter
Original filing (PDF)20251015202656NAL0002863203001
INSUREZONE, INC.
Form 5500-SF
FILING_RECEIVED
INSUREZONE 401K PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
31
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSUREZONE, INC..
Plan sponsor
Name
INSUREZONE, INC.
EIN
20-0295240
Address
550 BAILEY AVE. SUITE 150 · FT. WORTH, TX · 76107
Phone
(817) 704-2200
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
GROUP BENEFIT CONSULTANTS, LLC
GROUP BENEFIT CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN
$4.7M · 4 participants
CONSOLIDATED NATIONAL INSURERS, INC.
CONSOLIDATED NATIONAL INSURERS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 16 participants
GOLD COAST INSURANCE, INC.
GOLD COAST INSURANCE, INC. DEFINED BENEFIT PENSION PLAN
$4.7M · 3 participants
STEWARD ENTERPRISES LIMITED LIABILITY COMPANY
STEWARD ENTERPRISES, LLC 401(K) PLAN
$4.7M · 12 participants
PHARMACY BENEFIT SOLUTIONS, LLC
PBS 401(K) PLAN
$4.7M · 5 participants
MITCHELL INSURANCE, INC.
MITCHELL INSURANCE, INC. 401(K) RETIREMENT PLAN
$4.7M · 18 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants