Original filing (PDF)20250603132547NAL0018420032001

INSURANCE PLACEMENT FACILITIES OF PA/DE

Name: INSURANCE PLACEMENT FACILITIES OF PA/DE — INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401K SAVINGS PLAN, Form 5500 (2024)
Creator: INSURANCE PLACEMENT FACILITIES OF PA/DE

Form 5500-SF

FILING_RECEIVED

INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE PLACEMENT FACILITIES OF PA/DE.

Plan sponsor

Name

INSURANCE PLACEMENT FACILITIES OF PA/DE

EIN

23-1884377

Address

190 N INDEPENDENCE MALL WEST · SUITE 301 · PHILADELPHIA, PA · 191061554

Phone

(215) 629-8800

Industry

Finance & Insurancesee all

Plan administrator

Name

THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN

EIN

20-8540369

City

JOHNSON, RI

Phone

(401) 528-1396

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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