· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONSOLIDATED INSURANCE CENTER, INC. — CONSOLIDATED INSURANCE + RISK MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240521054608NAL0004595522001
CONSOLIDATED INSURANCE CENTER, INC.
Form 5500-SF
FILING_RECEIVED
CONSOLIDATED INSURANCE + RISK MANAGEMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
66
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONSOLIDATED INSURANCE CENTER, INC.
.
Find decision makers
Plan sponsor
Name
CONSOLIDATED INSURANCE CENTER, INC.
EIN
52-0886155
Address
11403 CRONRIDGE DR STE 270 · OWINGS MILLS, MD · 211172219
Phone
(443) 738-2763
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
ACRISURE WALLSTREET PARTNERS, LLC.
ACRISURE WALLSTREET PARTNERS, LLC 401(K) PLAN
$10.3M · 42 participants
HALLMARK FINANCIAL SERVICES INC
RETIREMENT PLAN FOR EMPLOYEES OF THE MILLERS INSURANCE GROUP
$10.2M · 5 participants
THE KRIZEK GROUP
KRIZEK & ASSOCIATES 401(K) PLAN
$10.2M · 4 participants
LEAGUE CORP.
LEAGUE CORP. 401(K) PLAN
$10.3M · 122 participants
HAUSER, INC. DBA HAUSER
HAUSER 401(K) PROFIT SHARING PLAN
$10.3M · 94 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BLOSS & DILLARD, INC.
BLOSS & DILLARD, INC. 401K PROFIT SHARING PLAN
$10.3M · 22 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
