Original filing (PDF)20250717111708NAL0000279602001

BB INSURANCE MARKETING, INC.

Name: BB INSURANCE MARKETING, INC. — BB INSURANCE MARKETING, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: BB INSURANCE MARKETING, INC.

Form 5500-SF

FILING_RECEIVED

BB INSURANCE MARKETING, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

BB INSURANCE MARKETING, INC.

EIN

59-3422826

Address

10167 W SUNRISE BLVD., 3RD FLOOR · PLANTATION, FL · 33322

Phone

(888) 728-0817

Industry

Finance & Insurancesee 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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