Original filing (PDF)20250725120958NAL0014689186001

LORI A BASTIN INSURANCE AGENCY INC.

Name: LORI A BASTIN INSURANCE AGENCY INC. — LORI A BASTIN INSURANCE AGENCY INC. OFB BENEFIT PLAN, Form 5500 (2024)
Creator: LORI A BASTIN INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

LORI A BASTIN INSURANCE AGENCY INC. OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$696

Net assets (EOY)

$289

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LORI A BASTIN INSURANCE AGENCY INC.

EIN

20-0319235all filings

Address

201 HARDING WAY W · GALION, OH · 448331728

Phone

(419) 468-3891

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator