How big is Bushman Insurance, Inc.'s plan?

Bushman Insurance, Inc.'s plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20251003095047NAL0003127618001

Bushman Insurance, Inc.

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

Form 5500-SF

FILING_RECEIVED

Bushman Insurance, Inc. 401(k) Plan

401(k) retirement plan · Bushman Insurance, Inc.'s Bushman Insurance, Inc. 401(k) Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kathleen Franzen signed Bushman Insurance, Inc.'s 2024 Form 5500 as plan administrator.

Kathleen Franzen — 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

Bushman Insurance, Inc.'s EIN is 42-1477560.

EIN 42-1477560

Plan number 001

Plan year 2024

ACK ID 20251003095047NAL0003127618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bushman Insurance, Inc.'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 BUSHMAN INSURANCE, INC..

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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