· 2022–2024 · DOL EFAST2

U.S. & OVERSEAS AGENCIES, INC. — U.S. & OVERSEAS AGENCIES, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250729070719NAL0001151827001

U.S. & OVERSEAS AGENCIES, INC.

Form 5500-SF

FILING_RECEIVED

U.S. & OVERSEAS AGENCIES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U.S. & OVERSEAS AGENCIES, INC..

Plan sponsor

Name

U.S. & OVERSEAS AGENCIES, INC.

EIN

22-1908595all filings

Address

1693 STUYVESANT AVENUE · UNION, NJ · 07083

Phone

(908) 964-5950

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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