Original filing (PDF)20250821112306NAL0007295664001

INSURE THE UNINSURED PROJECT

Name: INSURE THE UNINSURED PROJECT — ITUP 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: INSURE THE UNINSURED PROJECT

Form 5500-SF

FILING_RECEIVED

ITUP 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

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 INSURE THE UNINSURED PROJECT.

Plan sponsor

Name

INSURE THE UNINSURED PROJECT

EIN

27-4159194

Address

1107 9TH ST STE 1025 · SACRAMENTO, CA · 95814

Phone

(916) 226-3899

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-08-21

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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