Original filing (PDF)20250527121053NAL0003958531001

NORTH AMERICAN BENEFITS COMPANY

Name: NORTH AMERICAN BENEFITS COMPANY — NORTH AMERICAN BENEFITS COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: NORTH AMERICAN BENEFITS COMPANY

Form 5500-SF

FILING_RECEIVED

NORTH AMERICAN BENEFITS COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 NORTH AMERICAN BENEFITS COMPANY.

Plan sponsor

Name

NORTH AMERICAN BENEFITS COMPANY

EIN

23-2682285

Address

20 VALLEY STREAM PARKWAY · SUITE 310 · MALVERN, PA · 19355

Phone

(610) 995-0169

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SOUTHEASTERN INSURANCE CONSULTANTS, LLC

SOUTHEASTERN INSURANCE CONSULTANTS 401(K) PROFIT SHARING PLAN

$3.9M · 25 participants

SCALZO, ZOGBY & WITTIG SERVICES, INC.

SCALZO, ZOGBY & WITTIG SERVICES, INC. SAVINGS & RETIREMENT PLAN

$3.9M · 12 participants

BARTON MUTUAL INSURANCE COMPANY

BARTON MUTUAL INSURANCE COMPANY 401(K) PLAN

$3.9M · 36 participants

SCS AGENCY INC

SCS AGENCY INC. 401K PLAN

$3.9M · 46 participants

NEWBROOK INSURANCE AGENCY, INC.