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Home/Plans/The Insurance Station

Original filing (PDF)20250708092150NAL0002138227001

The Insurance Station

Form 5500-SF

FILING_RECEIVED

The Insurance Station 401(k) Plan

401(k) retirement plan · The Insurance Station's The Insurance Station 401(k) Plan held $217K in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

12

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

Plan identifiers

The Insurance Station's EIN is 27-1368530.

EIN 27-1368530

Plan number 001

Plan year 2024

ACK ID 20250708092150NAL0002138227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Insurance Station from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Insurance Station's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE INSURANCE STATION.

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

70

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

THE INSURANCE STATION

EIN

Address

116 SECOND ST. SE · P.O. BOX 219 · ALTOONA, IA · 50009

Phone

(515) 967-0489

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-08

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

2T · Default investment account (QDIA)

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

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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