How big is Baumann Insurance Group LLC's plan?

Baumann Insurance Group LLC's plan reported $42K in assets and 4 participants for 2025.

Original filing (PDF)20260504220733NAL0000331569021

Baumann Insurance Group LLC

Name: Baumann Insurance Group LLC — Baumann Insurance, Form 5500 (2025)
Creator: Baumann Insurance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumann Insurance Group LLC 401(k) Plan

401(k) retirement plan · Baumann Insurance Group LLC's Baumann Insurance Group LLC 401(k) Plan held $42K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Baumann Insurance Group LLC's EIN is 22-3775448.

EIN 22-3775448

Plan number 001

Plan year 2025

ACK ID 20260504220733NAL0000331569021

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baumann Insurance Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baumann Insurance Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUMANN INSURANCE GROUP 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