· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAREY INSURANCE GROUP INC. — CAREY INSURANCE GROUP 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620155437NAL0009960994001
CAREY INSURANCE GROUP INC.
Form 5500-SF
FILING_RECEIVED
CAREY INSURANCE GROUP 401K PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
27
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAREY INSURANCE GROUP INC.
.
Find decision makers
Plan sponsor
Name
CAREY INSURANCE GROUP INC.
EIN
45-2801969
Address
30618 DUPONT BLVD. · SUITE 1 · DAGSBORO, DE · 19939
Phone
(302) 934-8383
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC PROFIT SHARING PLAN & TRUST
$1.7M · 5 participants
KEVIN COX AGENCY
KEVIN COX AGENCY 401(K) PLAN
$1.7M · 5 participants
MIDWEST AGENCY, LLP
MIDWEST AGENCY, LLP 401K SAVINGS AND INVESTMENT PLAN
$1.7M · 11 participants
JAMES M FEWINS AGENCY, INC.
JAMES M FEWINS AGENCY, INC. 401(K) PLAN
$1.7M · 6 participants
LINDQUIST INSURANCE ASSOCIATES, INC
LINDQUIST INSURANCE ASSOCIATES, INC. PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
$1.7M · 6 participants
O'BRIEN INSURANCE AGENCY
O'BRIEN INSURANCE AGENCY 401(K) PLAN
$1.7M · 7 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
