Original filing (PDF)20231227141238NAL0018547202001

ANDREW T KAISER INS INC

Name: ANDREW T KAISER INS INC — ANDREW T KAISER INS INC CBS BENEFIT PLAN, Form 5500 (2022)
Creator: ANDREW T KAISER INS INC

Form 5500-SF

FILING_RECEIVED

ANDREW T KAISER INS INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 ANDREW T KAISER INS INC.

Plan sponsor

Name

ANDREW T KAISER INS INC

EIN

61-1353412

Address

233 DOE RUN RD · STANFORD, KY · 40484

Phone

(606) 669-3162

Industry

Finance & Insurancesee all

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

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 Finance & Insurance plans

PANGEA INTERNATIONAL RISK MANAGEMENT SERVICES, INC.

PANGEA 401(K) PLAN

NETWORK LAND TITLE AGCY

NETWORK LAND TITLE AGCY SOCA BENEFIT PLAN

DAWN LEUDTKE AGENCY, INC.

DAWN LEUDTKE AGENCY, INC. 401(K) PLAN

PROGRESSIVE LAND TITLE AGENCY LTD

PROGRESSIVE LAND TITLE AGENCY LTD SOCA BENEFIT PLAN

SAMMONS INSURANCE INC.

SAMMONS INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST