Original filing (PDF)20250918053111NAL0000514467001

TRAN INSURANCE AND FINANCIAL SERVICES, INC.

Name: TRAN INSURANCE AND FINANCIAL SERVICES, INC. — TIM TRAN AGENCY CASH BALANCE PLAN, Form 5500 (2024)
Creator: TRAN INSURANCE AND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

TIM TRAN AGENCY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

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

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 TRAN INSURANCE AND FINANCIAL SERVICES, INC..

Plan sponsor

Name

TRAN INSURANCE AND FINANCIAL SERVICES, INC.

EIN

46-3956919all filings

Address

9750 SEMINOLE BLVD · SEMINOLE, FL · 33772

Phone

(727) 391-0127

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator