Original filing (PDF)20250729141303NAL0001684275001

NEWLAND-HEYDINGER INSURANCE AGENCY

Name: NEWLAND-HEYDINGER INSURANCE AGENCY — NEWLAND-HEYDINGER INSURANCE AGENCY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: NEWLAND-HEYDINGER INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

NEWLAND-HEYDINGER INSURANCE AGENCY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$195

Net assets (EOY)

$69

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWLAND-HEYDINGER INSURANCE AGENCY.

Plan sponsor

Name