Original filing (PDF)20250718182752NAL0003635666001

CALEY INSURANCE CORPORATION

Name: CALEY INSURANCE CORPORATION — CALEY INSURANCE CORPORATION-, Form 5500 (2024)
Creator: CALEY INSURANCE CORPORATION

Form 5500-SF

FILING_RECEIVED

CALEY INSURANCE CORPORATION-

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CALEY INSURANCE CORPORATION

EIN

47-5402771

Address

12260 SW 8TH ST STE 122 · MIAMI, FL · 33184

Phone

(305) 305-6336

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

5S FINANCIAL

5S FINANCIAL 401(K) PLAN

$46K · 3 participants

NOAH PIERCE STATE FARM

NOAH PIERCE STATE FARM 401(K) PLAN

$46K · 10 participants

ANGEL HENDERSON INSURANCE AGENCY INC

ANGEL HENDERSON STATE FARM 401(K) PLAN

$46K · 10 participants

MARC NIMETZ FARMERS INSURANCE

MARC NIMETZ FARMERS INSURANCE AGENCY 401(K) PLAN

$46K · 5 participants

BRIAN A LUCIANI

BRIAN A LUCIANI 401(K) PROFIT SHARING PLAN & TRUST

$46K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.