Original filing (PDF)20250714095811NAL0000764035001

THE LIFE & ANNUITY GROUP, INC.

Name: THE LIFE & ANNUITY GROUP, INC. — THE LIFE & ANNUITY GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE LIFE & ANNUITY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

THE LIFE & ANNUITY GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 THE LIFE & ANNUITY GROUP, INC..

Plan sponsor

Name

THE LIFE & ANNUITY GROUP, INC.

EIN

33-1014766

Address

100 PEARL ST · HARTFORD, CT · 06103

Phone

(860) 727-8165

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

VISTA INTERNATIONAL INSURANCE LLC

VISTA INTERNATIONAL INSURANCE LLC 401(K) PLAN

$2.5M · 13 participants

ELIZABETH GALLERY

ELIZABETH GALLERY 401K PLAN

$2.5M · 6 participants

WIESE CROP INSURANCE SERVICES, INC.

WIESE CROP INSURANCE SERVICES, INC. RETIREMENT PLAN

$2.5M · 8 participants

RICHARD GENTILE STATE FARM INSURANCE

RICHARD GENTILE STATE FARM INSURANCE 401(K) PLAN

$2.5M · 2 participants

KATTAN INSURANCE AGENCY, INC.

KATTAN-FERRETTI INSURANCE AGENCY, INC. PROFIT SHARING PLAN