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Original filing (PDF)20260303083710NAL0001290339001
WORLD INSURANCE ASSOCIATES LLC
Form 5500
FILING_RECEIVED
WORLD RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
2,777
Accounts w/ balance
2,219
Plan assets (EOY)
$149.2M
Net assets (EOY)
$149.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
86
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.6 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD INSURANCE ASSOCIATES LLC.
Plan sponsor
Name
WORLD INSURANCE ASSOCIATES LLC
EIN
45-3601219
Address
100 WOOD AVE 4TH FL · ISELIN, NJ · 08830
Phone
(732) 380-0900
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
2026-03-03
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)
Auditor
WITHUM SMITH & BROWN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
31 direct securities · 7 pooled funds· $152.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$141.3M
31 holdings
Common Collective Trust
$11.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company | — | — | — | $20.6M | 13.8% | |
| Fidelity Management Trust Company | — | — | — | $13.5M | 9.1% | |
| Fidelity Management Trust Company | — | — | — | $12.8M | 8.6% | |
| Fidelity Management Trust Company | — | — | — | $12.1M | 8.1% | |
| Fidelity Management Trust Company | — | — | — | $11.5M | 7.7% | |
| Fidelity Management Trust Company | — | — | — | $8.8M | 5.9% | |
| Fidelity Management Trust Company | — | — | — | $8.6M | 5.7% | |
| Fidelity Management Trust Company | — | — | — | $7.2M | 4.8% | |
| Fidelity Management Trust Company | — | — | — | $6.6M | 4.4% | |
| Fidelity Management Trust Company | — | — | — | $5.3M | 3.6% | |
| Fidelity Management Trust Company | — | — | — | $4.8M | 3.2% | |
| Hartford Dividend and Growth R6 | — | — | — | $3.9M | 2.6% | |
| Principal Midcap S&P 400 IndexR6 | — | — | — | $3.8M | 2.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 2.4% | |
| Putnam Stable Value Fund | — | — | — | $3.4M | 2.3% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $3.2M | 2.1% | |
| Fidelity Management Trust Company | — | — | — | $2.8M | 1.9% | |
| Notes receivable from participants | — | — | — | $2.5M | 1.6% | |
| Principal Smallcap S&P 600 Index R6 | — | — | — | $1.7M | 1.1% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| Artisan Partners International Value | — | — | — | $1.5M | 1.0% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| Fidelity Management Trust Company | — | — | — | $1.2M | 0.8% | |
| American Funds New World Fund Class R6 | — | — | — | $1.2M | 0.8% | |
| Fidelity Management Trust Company | — | — | — | $1.1M | 0.8% | |
| DFA U.S Targeted Value Institutional Class | — | — | — | $1.1M | 0.7% | |
| DFA US Large Cap Value | — | — | — | $1.1M | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $990K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $981K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $754K | 0.5% | |
| Fidelity Management Trust Company | — | — | — | $704K | 0.5% | |
| T. Rowe Price Integrated US SM GR EQ I | — | — | — | $480K | 0.3% | |
| WCM Focused International Growth Instl | — | — | — | $140K | <0.1% | |
| Cohen & Steers Global Realty I | — | — | — | $130K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $104K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $83K | <0.1% | |
| Fidelity Cash Reserves | — | — | — | $7K | <0.1% |
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