How big is Specialized Insurance Service's plan?

Specialized Insurance Service's plan reported $2.1M in assets and 14 participants for 2024.

Original filing (PDF)20250505161709NAL0005997219001

Specialized Insurance Service

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

Form 5500-SF

FILING_RECEIVED

Specialized Insurance Service Employees Retirement Plan

401(k) retirement plan · Specialized Insurance Service's Specialized Insurance Service Employees Retirement Plan held $2.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Neal Gorman signed Specialized Insurance Service's 2024 Form 5500 as plan administrator.

Neal Gorman — 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

Specialized Insurance Service's EIN is 30-0029778.

EIN 30-0029778

Plan number 001

Plan year 2024

ACK ID 20250505161709NAL0005997219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Specialized Insurance Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Specialized Insurance Service's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECIALIZED INSURANCE SERVICE.

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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