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JOINT INSURANCE ASSOCIATION — INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250603133441NAL0010263441001
JOINT INSURANCE ASSOCIATION
Form 5500-SF
FILING_RECEIVED
INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$993K
Net assets (EOY)
$993K
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
JOINT INSURANCE ASSOCIATION
.
Find decision makers
Plan sponsor
Name
JOINT INSURANCE ASSOCIATION
EIN
52-0983562
Address
3290 N. RIDGE ROAD, SUITE 210 · ELLICOTT CITY, MD · 21043
Phone
(410) 539-6808
Industry
Finance & Insurance
see all
Plan administrator
Name
THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
EIN
20-8540369
City
JOHNSON, RI
Phone
(401) 528-1396
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
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TRUSTEES OF SHEET METAL WORKER'S UNION LOCAL 29 DISABILITY TRUST
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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