Back to filter
Original filing (PDF)20250407121018NAL0009271715001
STEPHAN L. CIMAROLLI
Form 5500-SF
FILING_RECEIVED
STEPHAN L. CIMAROLLI PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHAN L. CIMAROLLI.
Plan sponsor
Name
STEPHAN L. CIMAROLLI
EIN
37-1305748
Address
104 ST CHRISTOPHER LN · CAHOKIA, IL · 62206
Phone
(618) 337-2706
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
2025-04-07
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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 providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
SOLY ASMAR INSURANCE AGENCY, INC.
SOLY ASMAR INSURANCE AGENCY INC PROFIT SHARING PLAN
$1.2M · 3 participants
TRANSTAR NATIONAL TITLE
TRANSTAR NATIONAL TITLE 401(K) PROFIT SHARING PLAN
$1.2M · 15 participants
AL TORSTRICK INSURANCE AGENCY, LLC
AL TORSTRICK INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
ACCESSEHR INSURANCE SERVICES
ACCESSEHR INSURANCE SERVICES 401(K) PLAN
$1.2M · 4 participants
PATRICK W. ESTFAN
PATRICK W. ESTFAN PROFIT SHARING PLAN
$1.2M · 2 participants
STRACHAN NOVAK INSURANCE SERVI
STRACHAN NOVAK INSURANCE SERVI 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 26 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B
