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

Insurance Source, Inc.'s plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250411080337NAL0045917362001

Insurance Source, Inc.

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

Form 5500-SF

FILING_RECEIVED

Insurance Source, Inc. 401(k) Plan

401(k) retirement plan · Insurance Source, Inc.'s Insurance Source, Inc. 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

William BEHR signed Insurance Source, Inc.'s 2024 Form 5500 as plan administrator.

William BEHR — 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

Insurance Source, Inc.'s EIN is 43-1799763.

EIN 43-1799763

Plan number 001

Plan year 2024

ACK ID 20250411080337NAL0045917362001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance Source, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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