How big is Proper Insurance's plan?

Proper Insurance's plan reported $1.9M in assets and 96 participants for 2024.

Original filing (PDF)20250710132523NAL0006627793001

Proper Insurance

Name: Proper Insurance — Proper Insurance 401(k) Plan, Form 5500 (2024)
Creator: Proper Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proper Insurance 401(k) Plan

401(k) retirement plan · Proper Insurance's Proper Insurance 401(k) Plan held $1.9M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Michael Zimmerman signed Proper Insurance's 2024 Form 5500 as plan administrator.

Michael Zimmerman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Proper Insurance's EIN is 47-1586857.

EIN 47-1586857

Plan number 001

Plan year 2024

ACK ID 20250710132523NAL0006627793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proper Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proper Insurance's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score