How big is Innovative Insurance Services LLC's plan?

Innovative Insurance Services LLC's plan reported $1.1M in assets and 18 participants for 2025.

Original filing (PDF)20260515084446NAL0009105201001

Innovative Insurance Services LLC

Name: Innovative Insurance Services LLC — Innovative, Form 5500 (2025)
Creator: Innovative Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Insurance 401(k) Plan

401(k) retirement plan · Innovative Insurance Services LLC's Innovative Insurance 401(k) Plan held $1.1M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Scott Gaughran signed Innovative Insurance Services LLC's 2025 Form 5500 as plan administrator.

Scott Gaughran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Innovative Insurance Services LLC's EIN is 27-1699506.

EIN 27-1699506

Plan number 001

Plan year 2025

ACK ID 20260515084446NAL0009105201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innovative Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innovative Insurance Services LLC'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 INNOVATIVE INSURANCE SERVICES LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score