Original filing (PDF)20250717140629NAL0000703010001

ALL INSURANCE UNDERWRITERS, INC.

Name: ALL INSURANCE UNDERWRITERS, INC. — ALL INSURANCE UNDERWRITERS 401(K) PLAN, Form 5500 (2024)
Creator: ALL INSURANCE UNDERWRITERS, INC.

Form 5500-SF

FILING_RECEIVED

ALL INSURANCE UNDERWRITERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ALL INSURANCE UNDERWRITERS, INC..

Plan sponsor

Name

ALL INSURANCE UNDERWRITERS, INC.

EIN

26-2571593

Address

2600 SUMERIAN DRIVE STE 101 · LAND O LAKES, FL · 34638

Phone

(813) 343-3100

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FRANKLIN INSURANCE AGENCY INC.

FRANKLIN INSURANCE AGENCY INC. 401(K) PLAN

$1.3M · 14 participants

UNISOURCE INSURANCE ASSOCIATES, LLC

UNISOURCE INSURANCE ASSOCIATES, LLC 401(K) PLAN

$1.3M · 9 participants

FIRST INSURANCE GROUP

FIRST INSURANCE GROUP 401(K) PLAN

$1.3M · 45 participants

SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC

SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC 401K PLAN

$1.3M · 14 participants

OMEGA BUSINESS SOLUTIONS, INC.