How big is Collier Insurance's plan?

Collier Insurance's plan reported $12.5M in assets and 44 participants for 2024.

Original filing (PDF)20251006074751NAL0008394514001

Collier Insurance

Name: Collier Insurance — Collier Company 401(k) Profit, Form 5500 (2024)
Creator: Collier Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collier Company 401(k) Profit Sharing Plan

401(k) retirement plan · Collier Insurance's Collier Company 401(k) Profit Sharing Plan held $12.5M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

James Dabney Collier III signed Collier Insurance's 2024 Form 5500 as plan administrator.

James Dabney Collier III — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Collier Insurance's EIN is 62-0632599.

EIN 62-0632599

Plan number 001

Plan year 2024

ACK ID 20251006074751NAL0008394514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collier Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collier Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score