· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIEGEL INSURANCE, INC. — SIEGEL INSURANCE INC. EMPLOYEES' PENSION TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612145042NAL0016762129001
SIEGEL INSURANCE, INC.
Form 5500-SF
FILING_RECEIVED
SIEGEL INSURANCE INC. EMPLOYEES' PENSION TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
26
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
SIEGEL INSURANCE, INC.
.
Find decision makers
Plan sponsor
Name
SIEGEL INSURANCE, INC.
EIN
58-1602613
Address
2987 CLAIRMONT ROAD NE · SUITE 425 · ATLANTA, GA · 303294433
Phone
(404) 633-6332
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
JOSEPH P. LUCIA & ASSOCIATES LLC
JOSEPH P. LUCIA & ASSOCIATES LLC 401K
$3.1M · 6 participants
WHITECAP INSURANCE SERVICES
WHITECAP INSURANCE SERVICES 401(K) PLAN
$3.1M · 6 participants
MONICA JOHNSON INSURANCE AGENCY, INC.
JIA 401(K) PLAN
$3.1M · 5 participants
DEAN & DRAPER INSURANCE AGENCY, LP
DEAN & DRAPER INSURANCE AGENCY, LP 401(K) PLAN
$3.1M · 71 participants
ELLIE MILLS INSURANCE AGENCY, INC.
ELLIE MILLS INSURANCE AGENCY, INC 401(K) 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 23 participants
MOSHOLDER INSURANCE AGENCY
MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN
$3.1M · 13 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
