Original filing (PDF)20250723145957NAL0003616481001

UPLAND MUTUAL INSURANCE, INC.

Name: UPLAND MUTUAL INSURANCE, INC. — UPLAND MUTUAL INSURANCE, INC. PROFIT SHARING/401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: UPLAND MUTUAL INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

UPLAND MUTUAL INSURANCE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPLAND MUTUAL INSURANCE, INC..

Plan sponsor

Name

UPLAND MUTUAL INSURANCE, INC.

EIN

48-0288500

Address

2220 LACY DR. · JUNCTION CITY, KS · 664417475

Phone

(800) 369-4324

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Related plans

Similar-size Finance & Insurance plans

FALCON INSURANCE GROUP, LLC

TALON FINANCIAL SERVICES EMPLOYEES SAVINGS PLAN

$4.1M · 48 participants

DEL VASEY

DEL VASEY PROFIT SHARING PLAN

$4.1M · 11 participants

ATWOOD INSURANCE AGENCY

ATWOOD INSURANCE AGENCY 401K P/S PLAN

$4.1M · 14 participants

WEST VIRGINIA INSURANCE COMPANY

W. VA INSURANCE CO. EMPLOYEES PROFIT SHARING PLAN AND TRUST

$4.1M · 16 participants

MII MANAGEMENT GROUP, INC.

MII MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST