· 2022–2024 · DOL EFAST2

GALLAGHER PROPERTY AND CASUALTY, — GALLAGHER PROPERTY AND CASUALT 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2023)

Original filing (PDF)20250104050355NAL0007799264001

GALLAGHER PROPERTY AND CASUALTY,

Form 5500-SF

FILING_RECEIVED

GALLAGHER PROPERTY AND CASUALT 401(K) PROFIT SHARING PLAN AND T

401(k) retirement plan

Signals · 1

Late filing · 1.6 mo

Active participants

19

Accounts w/ balance

11

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

94

Total plan cost

n/a

Plan health

38

Vendor & structure

100

Knocking points off

Filed 1.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GALLAGHER PROPERTY AND CASUALTY,.

Plan sponsor

Name

GALLAGHER PROPERTY AND CASUALTY,

EIN

26-2573141all filings

Address

18001 OLD CUTLER RD. · STE 560 · PALMETTO BAY, FL · 33157

Phone

(305) 458-9778

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-04

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

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