· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
USBENEFITS INSURANCE SERVICES LL — USBENEFITS INSURANCE SERVICES, LLC - 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630193341NAL0012170433001
USBENEFITS INSURANCE SERVICES LL
Form 5500-SF
FILING_RECEIVED
USBENEFITS INSURANCE SERVICES, LLC - 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$664K
Net assets (EOY)
$664K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
USBENEFITS INSURANCE SERVICES LL
.
Find decision makers
Plan sponsor
Name
USBENEFITS INSURANCE SERVICES LL
EIN
20-5824915
Address
43 CORPORATE PARK SUITE 101 · IRVINE, CA · 92606
Phone
(949) 468-3022
Industry
Finance & Insurance
see 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MOYER AND MOYER INSURANCE AGENCY, INC.
MOYER AND MOYER INSURANCE AGENCY, INC. 401(K) AND PROFIT SHARING PLAN
$666K · 8 participants
COMMONHEALTH INSURANCE INC LLC
COMMONHEALTH INSURANCE INC LLC 401(K) PLAN
$659K · 1 participants
SOMERS RE LTD.
SOMERS RE LTD. 401(K) PENSION PLAN
$658K · 4 participants
THE OHIO NATIONAL LIFE INSURANCE CO
THE OHIO NATIONAL LIFE INSURANCE CO AGENTS' MEDICAL BENEFIT PLAN TRUST
$673K · 148 participants
MICHAEL SHANE KIRKLAND, SOLE PROPRIETOR
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MICHAEL SHANE KIRKLAND, SOLE PROPRIETOR 401(K) PROFIT SHARING PLAN
$677K · 1 participants
JOHN SILBERNAGEL
JOHN SILBERNAGEL 401(K) P/S PLAN
$651K · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
