Original filing (PDF)20251126141050NAL0009516226001

YU INSURANCE AND FINANCIAL SERVICES, INC.

Name: YU INSURANCE AND FINANCIAL SERVICES, INC. — YU INSURANCE AND FINANCIAL SERVICES, INC. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: YU INSURANCE AND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

YU INSURANCE AND FINANCIAL SERVICES, INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 YU INSURANCE AND FINANCIAL SERVICES, INC..

Plan sponsor

Name

YU INSURANCE AND FINANCIAL SERVICES, INC.

EIN

46-3038646all filings

Address

1930 CROWN PARK CT · COLUMBUS, OH · 43235

Phone

(614) 885-9507

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator