Original filing (PDF)20230328085730NAL0022622211001

AMERICAN INSURANCE MARKETING GROUP, LLC

Name: AMERICAN INSURANCE MARKETING GROUP, LLC — AMERICAN INSURANCE MARKETING GROUP, LLC CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: AMERICAN INSURANCE MARKETING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

AMERICAN INSURANCE MARKETING GROUP, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN INSURANCE MARKETING GROUP, LLC.

Plan sponsor

Name

AMERICAN INSURANCE MARKETING GROUP, LLC

EIN

36-4751420

Address

508 LURAY AVENUE · JOHNSTOWN, PA · 15904

Phone

(814) 266-8383

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-07

Filed

2023-03-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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