How big is Matrix Business Insurance Services' plan?

Matrix Business Insurance Services' plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250814112542NAL0011791648001

Matrix Business Insurance Services

Name: Matrix Business Insurance Services — Matrix Business, Form 5500 (2024)
Creator: Matrix Business Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Business Insurance Services Cash Balance Plan & Trust

Defined-benefit pension plan · Matrix Business Insurance Services' Matrix Business Insurance Services Cash Balance Plan & Trust held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Gaurav Sethi signed Matrix Business Insurance Services' 2024 Form 5500 as plan administrator.

Gaurav Sethi — 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

Matrix Business Insurance Services' EIN is 47-5357887.

EIN 47-5357887

Plan number 002

Plan year 2024

ACK ID 20250814112542NAL0011791648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Business Insurance Services' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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