How big is Conifer Insurance Services, LLC's plan?

Conifer Insurance Services, LLC's plan reported $6.5M in assets and 67 participants for 2024.

Original filing (PDF)20251009091659NAL0015118834001

Conifer Insurance Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Conifer Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Conifer Insurance Services, LLC's Conifer Insurance Services, LLC 401(k) Plan held $6.5M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Conifer Insurance Services, LLC's EIN is 37-1690754.

EIN 37-1690754

Plan number 001

Plan year 2024

ACK ID 20251009091659NAL0015118834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conifer Insurance 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 CONIFER INSURANCE SERVICES, LLC.

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Plan health score

Top-tier plan health

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