How big is Personal Insurance Federation's plan?

Personal Insurance Federation's plan reported $320K in assets and 2 participants for 2025.

Original filing (PDF)20260508112020NAL0004699920001

Personal Insurance Federation

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

Form 5500-SF

FILING_RECEIVED

Personal Insurance Federation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Personal Insurance Federation's Personal Insurance Federation 401(k) Profit Sharing Plan & Trust held $320K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$320K

Net assets (EOY)

$320K

People on this filing

Michael Carlson signed Personal Insurance Federation's 2025 Form 5500 as plan administrator.

Michael Carlson — 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

Personal Insurance Federation's EIN is 27-3582307.

EIN 27-3582307

Plan number 001

Plan year 2025

ACK ID 20260508112020NAL0004699920001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Personal Insurance Federation'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 PERSONAL INSURANCE FEDERATION.

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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