How big is William J. Hagerty, Inc.'s plan?

William J. Hagerty, Inc.'s plan reported $34K in assets and 6 participants for 2024.

Original filing (PDF)20251126141037NAL0002536035001

William J. Hagerty, Inc.

Name: William J. Hagerty, Inc. — William J. Hagerty, Inc., Form 5500 (2024)
Creator: William J. Hagerty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J. Hagerty, Inc. SOCA Benefit Plan

Health & welfare plan · William J. Hagerty, Inc.'s William J. Hagerty, Inc. SOCA Benefit Plan held $34K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$34K

Net assets (EOY)

$12K

People on this filing

Matt Appenzeller signed William J. Hagerty, Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

William J. Hagerty, Inc.'s EIN is 31-0808092.

EIN 31-0808092

Plan number 501

Plan year 2024

ACK ID 20251126141037NAL0002536035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J. Hagerty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J. Hagerty, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM J. HAGERTY, INC..

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score