Original filing (PDF)20250715134104NAL0001359587001

SENIORITY BENEFIT GROUP,INC.

Name: SENIORITY BENEFIT GROUP,INC. — SENIORITY BENEFIT GROUP,INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SENIORITY BENEFIT GROUP,INC.

Form 5500-SF

FILING_RECEIVED

SENIORITY BENEFIT GROUP,INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$805K

Net assets (EOY)

$805K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SENIORITY BENEFIT GROUP,INC.

EIN

45-2611056all filings

Address

6365 RIVERSIDE DRIVE · DUBLIN, OH · 43017

Phone

(614) 799-1403

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GOLDEN INSURANCE, LLC

GOLDEN INSURANCE, LLC DEFINED BENEFIT PENSION PLAN

$805K · 3 participants

BIG BENEFITCORP

BIG BENEFITCORP 401(K) RETIREMENT PLAN

$804K · 11 participants

INDIVIDUAL COMMERCIAL BROKERAGE

INDIVIDUAL COMMERCIAL BROKERAG 401K PROFIT SHARING PLAN

$804K · 4 participants

ELEMENT RISK MANAGEMENT, LLC

ELEMENT RISK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$805K · 75 participants

HUGHES BROTHERS PLUMBING

HUGHES BROTHERS PLUMBING CO., INC. 401(K) RETIREME

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.