· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BECKER BENEFIT GROUP, INC. — SCRIPTSOURCING, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250815160053NAL0010627745001
BECKER BENEFIT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
SCRIPTSOURCING, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
BECKER BENEFIT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BECKER BENEFIT GROUP, INC.
EIN
52-1994805
Address
6080 FALLS ROAD, SUITE 201 · BALTIMORE, MD · 21209
Phone
(410) 902-8811
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-08-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
FRAN M. WOLFSON-KEEGAN DBA WOLFSON AGENCY
FRAN M. WOLFSON-KEEGAN DBA WOLFSON AGENCY 401(K) PLAN
$1.2M · 5 participants
CHENEY INSURANCE AGENCY
CHENEY FINANCIAL GROUP 401(K) PLAN
$1.2M · 12 participants
COORDINATED FINANCIAL PLANNING, INC.
COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN
$1.2M · 5 participants
SEYMOUR & ASSOCIATES
SEYMOUR & ASSOCIATES 401(K) PLAN
$1.2M · 2 participants
KLINGER & ASSOCIATES, INC.
KLINGER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
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.
$1.2M · 6 participants
BOSWORTH & ASSOCIATES, INC.
BOSWORTH & ASSOCIATES, INC. SAVINGS PLAN
$1.2M · 15 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