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

Onpoint Insurance Services, LLC's plan reported $216K in assets and 11 participants for 2024.

Original filing (PDF)20250919113916NAL0001060195001

Onpoint Insurance Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Onpoint Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Onpoint Insurance Services, LLC's Onpoint Insurance Services, LLC 401(k) Plan held $216K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

BETH Reich signed Onpoint Insurance Services, LLC's 2024 Form 5500 as plan administrator.

BETH Reich — 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

Onpoint Insurance Services, LLC's EIN is 38-4120367.

EIN 38-4120367

Plan number 001

Plan year 2024

ACK ID 20250919113916NAL0001060195001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onpoint 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 ONPOINT 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

Helping the score