How big is Bruner Insurance Agency, LLC's plan?

Bruner Insurance Agency, LLC's plan reported $1.0M in assets and 21 participants for 2024.

Original filing (PDF)20250429095945NAL0000367473001

Bruner Insurance Agency, LLC

Name: Bruner Insurance Agency, LLC — Form 5500 (2024)
Creator: Bruner Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bruner Insurance Agency, LLC held $1.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Bruner Insurance Agency, LLC's EIN is 20-2033982.

EIN 20-2033982

Plan number 001

Plan year 2024

ACK ID 20250429095945NAL0000367473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bruner Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bruner Insurance Agency, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

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

Plan sponsor

Name

BRUNER INSURANCE AGENCY, LLC

EIN

all filings

Address

546 MORRELL AVENUE · PO BOX 858 · CONNELLSVILLE, PA · 15425

Phone

(724) 628-3760

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-04-29

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

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 providers

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