· 2022–2024 · DOL EFAST2

PENINSULA INSURANCE BUREAU — PENINSULA INSURANCE BUREAU 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250327095742NAL0009292035001

PENINSULA INSURANCE BUREAU

Form 5500-SF

FILING_RECEIVED

PENINSULA INSURANCE BUREAU 401(K) P/S PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

111

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

23

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PENINSULA INSURANCE BUREAU

EIN

65-0171532

Address

6065 NW 167 STREET · SUITE B-1 · MIAMI, FL · 33015

Phone

(305) 824-0111

Industry

Finance & Insurancesee all

Plan administrator

Name

PENINSULA INSURANCE BUREAU

EIN

65-0171532

City

MIAMI, FL

Phone

(305) 824-0111

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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