How big is Wise Insurance Agency, Inc.'s plan?

Wise Insurance Agency, Inc.'s plan reported $2.7M in assets and 5 participants for 2025.

Original filing (PDF)20260406171159NAL0004366851001

Wise Insurance Agency, Inc.

Name: Wise Insurance Agency, Inc. — Wise Insurance Agency, Form 5500 (2025)
Creator: Wise Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise Insurance Agency, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Wise Insurance Agency, Inc.'s Wise Insurance Agency, Inc. Defined Benefit Pension Plan held $2.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Wise Insurance Agency, Inc.'s EIN is 46-1128719.

EIN 46-1128719

Plan number 001

Plan year 2025

ACK ID 20260406171159NAL0004366851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wise Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wise Insurance Agency, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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