Original filing (PDF)20250428091715NAL0026741314001

STRATEGIC INSURANCE GROUP, INC.

Name: STRATEGIC INSURANCE GROUP, INC. — STRATEGIC INSURANCE GROUP, INC. RETIREMENT (PROFIT SHARING) PLAN, Form 5500 (2023)
Creator: STRATEGIC INSURANCE GROUP, INC.

Form 5500-SF

FILING_RECEIVED

STRATEGIC INSURANCE GROUP, INC. RETIREMENT (PROFIT SHARING) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 STRATEGIC INSURANCE GROUP, INC..

Plan sponsor

Name

STRATEGIC INSURANCE GROUP, INC.

EIN

23-2895561

Address

P.O. BOX 18146 · PITTSBURGH, PA · 15236

Phone

(412) 943-1043

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-28

Pension benefit codes

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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