Original filing (PDF)20260424220607NAL0006165553039

School Employees Insurance & Financial Solutions Inc.

Name: School Employees Insurance & Financial Solutions Inc. — Form 5500 Plan 002 (2025)
Creator: School Employees Insurance & Financial Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

School Employees Insurance & Financial Solutions Inc. 401(k) Plan

401(k) retirement plan · School Employees Insurance & Financial Solutions Inc.'s School Employees Insurance & Financial Solutions Inc. 401(k) Plan held $473K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

Plan identifiers

School Employees Insurance & Financial Solutions Inc.'s EIN is 27-0261343.

EIN 27-0261343

Plan number 002

Plan year 2025

ACK ID 20260424220607NAL0006165553039

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for School Employees Insurance & Financial Solutions Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

School Employees Insurance & Financial Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOOL EMPLOYEES INSURANCE & FINANCIAL SOLUTIONS INC..

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score