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Original filing (PDF)20250924112506NAL0008577504001
INSURANCE RESOURCES INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
INSURANCE RESOURCES INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
174
Accounts w/ balance
192
Plan assets (EOY)
$155.1M
Net assets (EOY)
$150.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Insurance Resources International, Inc. Class A common stock, no par value per share, $193.67 current value per share" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE RESOURCES INTERNATIONAL, INC..
Plan sponsor
Name
INSURANCE RESOURCES INTERNATIONAL, INC.
EIN
46-3509307
Address
9855 W 78TH STREET STE 100 · EDEN PRAIRIE, MN · 55344
Phone
(952) 653-1000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FROEHLING ANDERSON, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $155.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Resources International, Inc. Class A common stock, no par value per share, $193.67 current value per share | — | — | $76.2M | $155.1M | 100.0% | |
| Cash | — | — | $62K | $62K | <0.1% |
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