How big is Utopia Claims Concepts, Inc.'s plan?

Utopia Claims Concepts, Inc.'s plan reported $877K in assets and 14 participants for 2025.

Original filing (PDF)20260519082037NAL0000559139001

Utopia Claims Concepts, Inc.

Name: Utopia Claims Concepts, Inc. — Utopia Claims, Form 5500 (2025)
Creator: Utopia Claims Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utopia Claims Concepts Profit Share 401(k)

401(k) retirement plan · Utopia Claims Concepts, Inc.'s Utopia Claims Concepts Profit Share 401(k) held $877K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$877K

Net assets (EOY)

$877K

People on this filing

Donald Wilson signed Utopia Claims Concepts, Inc.'s 2025 Form 5500 as plan administrator.

Donald Wilson — 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

Utopia Claims Concepts, Inc.'s EIN is 43-2002069.

EIN 43-2002069

Plan number 001

Plan year 2025

ACK ID 20260519082037NAL0000559139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Utopia Claims Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Utopia Claims Concepts, 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 UTOPIA CLAIMS CONCEPTS, 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

Knocking points off