Original filing (PDF)20251008115409NAL0002974387001

PREFERRED PARTNERS INSURANCE AGENCY LLC

Name: PREFERRED PARTNERS INSURANCE AGENCY LLC — BENEFIT PLAN PARTNERS, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PREFERRED PARTNERS INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

BENEFIT PLAN PARTNERS, LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PREFERRED PARTNERS INSURANCE AGENCY LLC.

Plan sponsor

Name

PREFERRED PARTNERS INSURANCE AGENCY LLC

EIN

27-3790853

Address

9121 ATLANTA AVENUE #2989 · HUNTINGTON BEACH, CA · 92646

Phone

(805) 448-8264

Industry

Insurance Agencies & Brokerages· 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

2025-10-08

Pension benefit codes

1B · Flat-dollar DB formula

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

3H · Sponsor in controlled / affiliated group

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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