· 2022–2024 · DOL EFAST2

INSURANCE OFFICE OF AMERICA, INC. — INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015155116NAL0002583219001

INSURANCE OFFICE OF AMERICA, INC.

Form 5500

FILING_RECEIVED

INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

Possibly inadequate fidelity bond100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

1,190

Accounts w/ balance

1,220

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

72

Total plan cost

79

Plan health

38

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
99% of assets in employer securities (concentration risk).

Decision-maker contacts

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

Plan sponsor

Name

INSURANCE OFFICE OF AMERICA, INC.

EIN

59-2472656

Address

1855 W STATE RD 434 · LONGWOOD, FL · 32750

Phone

(407) 788-3000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CARR, RIGGS, AND INGRAM LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $8.6M(99% of reported assets)

PI						% of plan
	Insurance Office of America, Inc. value, 3,999 shares	Common Stock	—	$4K	$8.6M	98.9%

1–1 of 1

Related plans

Similar-size Insurance Agencies & Brokerages plans

COMMERCIAL INSURANCE ASSOCIATES

COMMERCIAL INSURANCE ASSOCIATES 401(K) PLAN

$8.7M · 123 participants

ANDERSON-KRAUSE, INC.

ANDERSON-KRAUSE, INC. PROFIT SHARING PLAN

$8.7M · 9 participants

JACK W. BRODT AGENCY, INC.

JACK W. BRODT AGENCY, INC. PROFIT SHARING PLAN

$8.7M · 6 participants

HERLIHY INSURANCE AGENCY, INC.

HERLIHY INSURANCE AGENCY, INC. 401(K) PLAN

$8.7M · 26 participants

FREEMAN, WILL & NIEMEIER, INC.

FREEMAN, WILL & NIEMEIER, INC. PROFIT SHARING PLAN