How big is Coordinated Claim Services, LLC's plan?

Coordinated Claim Services, LLC's plan reported $1.2M in assets and 18 participants for 2024.

Original filing (PDF)20250731144530NAL0005418049001

Coordinated Claim Services, LLC

Name: Coordinated Claim Services, LLC — Coordinated Claim, Form 5500 (2024)
Creator: Coordinated Claim Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Claim Services, LLC 401(k) Plan

401(k) retirement plan · Coordinated Claim Services, LLC's Coordinated Claim Services, LLC 401(k) Plan held $1.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

LISA Conte signed Coordinated Claim Services, LLC's 2024 Form 5500 as plan administrator.

LISA Conte — 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

Coordinated Claim Services, LLC's EIN is 36-4266294.

EIN 36-4266294

Plan number 001

Plan year 2024

ACK ID 20250731144530NAL0005418049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coordinated Claim Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coordinated Claim Services, 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 COORDINATED CLAIM SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off