Original filing (PDF)20251007112754NAL0007808160001

GREAT LAKES INSURANCE SERVICES GROUP, LLC

Name: GREAT LAKES INSURANCE SERVICES GROUP, LLC — GREAT LAKES INSURANCE SERVICES GROUP, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: GREAT LAKES INSURANCE SERVICES GROUP, LLC

Form 5500-SF

FILING_RECEIVED

GREAT LAKES INSURANCE SERVICES GROUP, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 GREAT LAKES INSURANCE SERVICES GROUP, LLC.

Plan sponsor

Name

GREAT LAKES INSURANCE SERVICES GROUP, LLC

EIN

27-1546957

Address

1128 STATE STREET · ERIE, PA · 16501

Phone

(814) 456-0498

Industry

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

2025-10-07

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FIRST TRINITY FINANCIAL CORPOR

FIRST TRINITY FINANCIAL CORPOR 401(K) PROFIT SHARING PLAN & TRUST

$3.3M · 18 participants

KNOWLES ASSOCIATES, LLC

KNOWLES ASSOCIATES, LLC 401K PLAN

$3.4M · 15 participants

AGENTS ALLIANCE EMPLOYERS GROUP, LLC

AGENTS ALLIANCE EMPLOYERS GROUP 401(K) PLAN

$3.3M · 55 participants

NETWORK INSURANCE SERVICES, INC.

NETWORK INSURANCE SERVICES 401(K) PLAN

$3.4M · 15 participants

CHINESE COMMUNITY HEALTH CARE ASSOCIATION