Original filing (PDF)20241122100643NAL0001011891001

Ericson Insurance Services, LLC

Name: Ericson Insurance Services, LLC — Ericson Insurance, Form 5500 (2023)
Creator: Ericson Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ericson Insurance Services, LLC Cash Balance Plan

Defined-benefit pension plan · Ericson Insurance Services, LLC's Ericson Insurance Services, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Ericson Insurance Services, LLC's EIN is 20-1099550.

EIN 20-1099550

Plan number 005

Plan year 2023

ACK ID 20241122100643NAL0001011891001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ericson Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ericson Insurance Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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