How big is Pioneer Heritage Insurance, LLC's plan?

Pioneer Heritage Insurance, LLC's plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250916085623NAL0001805809001

Pioneer Heritage Insurance, LLC

Name: Pioneer Heritage Insurance, LLC — PHI 401(k) Plan, Form 5500 (2024)
Creator: Pioneer Heritage Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHI 401(k) Plan

401(k) retirement plan · Pioneer Heritage Insurance, LLC's PHI 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Tetzloff signed Pioneer Heritage Insurance, LLC's 2024 Form 5500 as plan administrator.

James Tetzloff — 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

Pioneer Heritage Insurance, LLC's EIN is 41-2006781.

EIN 41-2006781

Plan number 001

Plan year 2024

ACK ID 20250916085623NAL0001805809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pioneer Heritage Insurance, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIONEER HERITAGE INSURANCE, 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