How big is T.W. Cooper Insurance, LLC's plan?

T.W. Cooper Insurance, LLC's plan reported $5.5M in assets and 33 participants for 2024.

Original filing (PDF)20250930060138NAL0018947154001

T.W. Cooper Insurance, LLC

Name: T.W. Cooper Insurance, LLC — TWC and Commonwealth, Form 5500 (2024)
Creator: T.W. Cooper Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TWC and Commonwealth 401(k) Plan

401(k) retirement plan · T.W. Cooper Insurance, LLC's TWC and Commonwealth 401(k) Plan held $5.5M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Marge Lepre for TRPC signed T.W. Cooper Insurance, LLC's 2024 Form 5500 as plan administrator.

Marge Lepre for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

T.W. Cooper Insurance, LLC's EIN is 20-8188128.

EIN 20-8188128

Plan number 001

Plan year 2024

ACK ID 20250930060138NAL0018947154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for T.W. Cooper Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

T.W. Cooper Insurance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score