Original filing (PDF)20250430094703NAL0001071283001

STONEBRIDGE INSURANCE SERVICES, INC.

Name: STONEBRIDGE INSURANCE SERVICES, INC. — STONEBRIDGE INSURANCE SERVICES, INC. CBS BENEFIT PLAN, Form 5500 (2023)
Creator: STONEBRIDGE INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

STONEBRIDGE INSURANCE SERVICES, INC. CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$445

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 STONEBRIDGE INSURANCE SERVICES, INC..

Plan sponsor

Name

STONEBRIDGE INSURANCE SERVICES, INC.

EIN

61-1105127all filings

Address

810 PRINCETON PARKWAY · OWENSBORO, KY · 42301

Phone

(859) 392-2842

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator