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 CBA PREMIER INSURANCE SOLUTIONS, INC..
Plan sponsor
Name
CBA PREMIER INSURANCE SOLUTIONS, INC.
EIN
46-1097216
Address
2033 GATEWAY PLACE · SUITE 500 · SAN JOSE, CA · 95110
Phone
(408) 740-5292
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-08-07
Filed
2024-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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.
