How big is Unisource Insurance Associates, LLC's plan?

Unisource Insurance Associates, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250318125001NAL0005625568001

Unisource Insurance Associates, LLC

Name: Unisource Insurance Associates, LLC — Unisource, Form 5500 (2024)
Creator: Unisource Insurance Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unisource Insurance Associates, LLC 401(k) Plan

401(k) retirement plan · Unisource Insurance Associates, LLC's Unisource Insurance Associates, LLC 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Unisource Insurance Associates, LLC's EIN is 48-1265919.

EIN 48-1265919

Plan number 002

Plan year 2024

ACK ID 20250318125001NAL0005625568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unisource Insurance Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score