How big is Institutional Insurance Group, LLC's plan?

Institutional Insurance Group, LLC's plan reported $3.7M in assets and 15 participants for 2024.

Original filing (PDF)20250723132620NAL0001916883001

Institutional Insurance Group, LLC

Name: Institutional Insurance Group, LLC — Institutional, Form 5500 (2024)
Creator: Institutional Insurance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Institutional Insurance Group 401(k) Plan

401(k) retirement plan · Institutional Insurance Group, LLC's Institutional Insurance Group 401(k) Plan held $3.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Institutional Insurance Group, LLC's EIN is 27-5085301.

EIN 27-5085301

Plan number 001

Plan year 2024

ACK ID 20250723132620NAL0001916883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institutional Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Institutional Insurance Group, LLC'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 INSTITUTIONAL INSURANCE GROUP, LLC.

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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