· 2022–2024 · DOL EFAST2

Oconee Insurance Associates, Inc. — Oconee Insurance, Form 5500 (2024)

Original filing (PDF)20251028130638NAL0006914529001

Oconee Insurance Associates, Inc.

Form 5500-SF

FILING_RECEIVED

Oconee Insurance Associates, Inc. GCF Benefit Plan

Health & welfare plan · Oconee Insurance Associates, Inc.'s Oconee Insurance Associates, Inc. GCF Benefit Plan held $10K in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$10K

Net assets (EOY)

$3K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

OCONEE INSURANCE ASSOCIATES, INC

EIN

56-2331639all filings

Address

3008 HERITAGE RD NE · MILLEDGEVILLE, GA · 31061

Phone

(478) 453-7555

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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

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