· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRIANGLE INSURANCE & BENEFITS INC — TRIANGLE INSURANCE & BENEFITS INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007170313NAL0004887985001
TRIANGLE INSURANCE & BENEFITS INC
Form 5500-SF
FILING_RECEIVED
TRIANGLE INSURANCE & BENEFITS INC 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
11
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
86
/ 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
TRIANGLE INSURANCE & BENEFITS INC
.
Find decision makers
Plan sponsor
Name
TRIANGLE INSURANCE & BENEFITS INC
EIN
46-1070418
Address
P O BOX 410 · SMITHFIELD, NC · 27577
Phone
(919) 934-6111
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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
OCCIDENTAL UNDERWRITERS OF HAWAII, LTD.
OCCIDENTAL UNDERWRITERS OF HAWAII, LTD. 401(K) PLAN
$4.8M · 15 participants
ARES INSURANCE BROKERAGE SERVICE
ARES INSURANCE BROKERAGE SERVICE 401(K) PROFIT SHARING PLAN
$4.8M · 15 participants
HILL AND STONE INSURANCE AGENCY, INC.
HILL AND STONE INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 9 participants
CHRIS-LEEF GENERAL AGENCY, INC.
CHRIS-LEEF GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 55 participants
80
Knocking points off
61% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TURBEVILLE INSURANCE AGENCY, INC.
TURBEVILLE INSURANCE AGENCY, INC. 401(K) PLAN
$4.8M · 56 participants
BENNIE HEALTH, INC.
BENNIE 401(K) PLAN
$4.8M · 131 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
