How big is HBC Insurance Agency, Inc.'s plan?

HBC Insurance Agency, Inc.'s plan reported $298K in assets and 4 participants for 2025.

Original filing (PDF)20260520072431NAL0001529619001

HBC Insurance Agency, Inc.

Name: HBC Insurance Agency, Inc. — Cotter Agency 401(k), Form 5500 (2025)
Creator: HBC Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cotter Agency 401(k) Plan

401(k) retirement plan · HBC Insurance Agency, Inc.'s Cotter Agency 401(k) Plan held $298K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

People on this filing

Megan Petri signed HBC Insurance Agency, Inc.'s 2025 Form 5500 as plan administrator.

Megan Petri — 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

HBC Insurance Agency, Inc.'s EIN is 27-2093481.

EIN 27-2093481

Plan number 001

Plan year 2025

ACK ID 20260520072431NAL0001529619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HBC Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HBC Insurance Agency, Inc.'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 HBC INSURANCE AGENCY, INC..

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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