Original filing (PDF)20240229090953NAL0009630131001

INSURANCE SPECIALISTS INC

Name: INSURANCE SPECIALISTS INC — INSURANCE SPECIALISTS INC GFB BENEFIT PLAN, Form 5500 (2022)
Creator: INSURANCE SPECIALISTS INC

Form 5500-SF

FILING_RECEIVED

INSURANCE SPECIALISTS INC GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE SPECIALISTS INC.

Plan sponsor

Name

INSURANCE SPECIALISTS INC

EIN

58-0812823

Address

P. O. BOX 11989 · ATLANTA, GA · 303551989

Phone

(800) 241-7753

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

DAVID JOLLEY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-08-01

Tax period

2023-07-31

Filed

2024-02-29

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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