Original filing (PDF)20250421081737NAL0004989472001

COMMONWEALTH INSURANCE PARTNERS

Name: COMMONWEALTH INSURANCE PARTNERS — COMMONWEALTH INSURANCE PARTNERS 401(K), Form 5500 (2024)
Creator: COMMONWEALTH INSURANCE PARTNERS

Form 5500-SF

FILING_RECEIVED

COMMONWEALTH INSURANCE PARTNERS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$517K

Net assets (EOY)

$517K

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 COMMONWEALTH INSURANCE PARTNERS.

Plan sponsor

Name

COMMONWEALTH INSURANCE PARTNERS

EIN

47-1973715all filings

Address

550 S 5TH ST · LOUISVILLE, KY · 402022393

Phone

(502) 631-9600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

FEDERAL HILL CAPITAL MANAGEMENT, LLC

EIN

27-0836302

City

BARDSTOWN, KY

Phone

(502) 348-5789

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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