· 2022–2024 · DOL EFAST2

THE INSURANCE EXCHANGE OF AMERIC — THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250731100350NAL0008239584001

THE INSURANCE EXCHANGE OF AMERIC

Form 5500-SF

FILING_RECEIVED

THE INSURANCE EXCHANGE OF AMERICA 401(K) PLAN

401(k) retirement plan

Active participants

31

Accounts w/ balance

32

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

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

58

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE INSURANCE EXCHANGE OF AMERIC

EIN

45-0765422all filings

Address

8600 NW 17 ST #101 · MIAMI, FL · 33126

Phone

(716) 478-9226

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HEMISPHERE INSURANCE GROUP INC.

HEMISPHERE INSURANCE GROUP INC. 401K PROFIT SHARING PLAN AND TRU

$191K · 6 participants

MYERS INSURANCE SERVICES

MYERS INSURANCE SERVICES 401(K) PROFIT SHARING PLAN

$191K · 4 participants

STAMO AGENCY INC

STAMO AGENCY INC 401(K) PLAN

$192K · 2 participants

BERT BRETHERICK INSURANCE & FINANCIAL SE

BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN

$191K · 10 participants

T.M. BURROWS ASSOCIATES, LLC

T.M. BURROWS ASSOCIATES 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.