· 2022–2024 · DOL EFAST2
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INSUROPE SERVICES, INC. — INSUROPE SERVICES, INC. MONEY PURCHASE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250530153231NAL0005330211001
INSUROPE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
INSUROPE SERVICES, INC. MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
INSUROPE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
INSUROPE SERVICES, INC.
EIN
22-2127379
Address
1 IRVING PLACE, UNIT U-9D · NEW YORK, NY · 10003
Phone
(704) 574-6446
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
2025-05-30
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Trustee / custodian
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Trustee phone
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