Original filing (PDF)20250519152542NAL0001240336001

UNITED TRANSPORTATION UNION INSURANCE

Name: UNITED TRANSPORTATION UNION INSURANCE — UTUIA REGIONAL INSURANCE MANGERS 401(K) PLAN, Form 5500 (2024)
Creator: UNITED TRANSPORTATION UNION INSURANCE

Form 5500-SF

FILING_RECEIVED

UTUIA REGIONAL INSURANCE MANGERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

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 UNITED TRANSPORTATION UNION INSURANCE.

Plan sponsor

Name

UNITED TRANSPORTATION UNION INSURANCE

EIN

23-7131460

Address

6060 ROCKSIDE WOODS BLVD N · STE 220 · INDEPENDENCE, OH · 441317303

Phone

(216) 227-5293

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FIRST CATHOLIC SLOVAK LADIES ASSOCIATION

RETIREMENT AND PENSION PLAN FOR EMPLOYEES OF THE POLISH WOMEN'S ALLIANCE

$729K

MAGGI TAX ADVISORY GROUP, INC.

MAGGI TAX ADVISORY GROUP, INC. 401(K) PLAN

$722K · 9 participants

ENSCOE LONG INSURANCE GROUP, LLC

ENSCOE LONG INSURANCE GROUP, LLC 401(K) PLAN & TRUST

$721K · 19 participants

OASIS CLAIM MANAGEMENT SOLUTIO

OASIS CLAIM MANAGEMENT SOLUTIO 401(K) PROFIT SHARING PLAN & TRUST

$737K · 14 participants

WALKER INSURANCE SOLUTIONS LLC