Original filing (PDF)20230830073852NAL0007674928001

Insurance & Beyond, LLC

Name: Insurance & Beyond, LLC — Insurance & Beyond, LLC, Form 5500 (2022)
Creator: Insurance & Beyond, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurance & Beyond, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Insurance & Beyond, LLC's Insurance & Beyond, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Insurance & Beyond, LLC's EIN is 45-5104850.

EIN 45-5104850

Plan number 001

Plan year 2022

ACK ID 20230830073852NAL0007674928001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Insurance & Beyond, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Insurance & Beyond, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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