· 2022–2024 · DOL EFAST2

Stewart Perry Insurance — Stewart Perry Insurance, Form 5500 (2024)

Original filing (PDF)20251229132936NAL0010227139001

Stewart Perry Insurance

Form 5500-SF

FILING_RECEIVED

Stewart Perry Insurance CBS Benefit Plan

Health & welfare plan · Stewart Perry Insurance's Stewart Perry Insurance CBS Benefit Plan held $3K in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$804

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 STEWART PERRY INSURANCE.

Plan sponsor

Name

STEWART PERRY INSURANCE

EIN

61-1116700all filings

Address

2128 NICHOLASVILLE RD · LEXINGTON, KY · 40503

Phone

(859) 277-7195

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

PIKE County Mutual Insurance Company

PIKE County Mutual Insurance Company MCF Benefit Plan

$3K · 3 participants

ATA Insurance Services Inc.

ATA Insurance Services Inc. 401(k) Plan

$3K · 1 participants

Dinergy Financial LLC

Dinergy Financial LLC SOCA Benefit Plan

$3K · 3 participants

Morris Family Insurance Agency, LLC

Morris Family Insurance Agency, LLC 401(k) Plan

$3K · 3 participants

Intelli Choice Insurance LLC

Intelli Choice Insurance LLC CBS Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.