· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANTAGE INSURANCE SERVICES LLC — ADVANTAGE INSURANCE SECTION 1081.01(D) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616080655NAL0000398563001
ADVANTAGE INSURANCE SERVICES LLC
Form 5500-SF
FILING_RECEIVED
ADVANTAGE INSURANCE SECTION 1081.01(D) PLAN
Defined-contribution retirement plan
Active participants
52
Accounts w/ balance
69
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANTAGE INSURANCE SERVICES LLC
.
Find decision makers
Plan sponsor
Name
ADVANTAGE INSURANCE SERVICES LLC
EIN
66-0840766
Address
AMERICAN INTERNATIONAL PLAZA · 250 MUNOZ RIVERA AVE SUITE 710 · SAN JUAN, PR · 00918
Phone
(704) 236-4829
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NEPTUNE FLOOD INCORPORATED
NEPTUNE FLOOD INCORPORATED 401(K) PLAN
$2.4M · 55 participants
PORTUGUESE FRATERNAL SOCIETY OF AMERICA
RETIREMENT PLAN OF THE SUPREME COUNCIL OF U.P.E.C
$2.4M · 1 participants
BOOST HEALTHCARE CONSULTING, LLC
BOOST HEALTHCARE CONSULTING, LLC CASH BALANCE PENSION PLAN
$2.3M · 50 participants
MUTUAL BENEFICIAL ASSOCIATION, INC.
MUTUAL BENEFICIAL ASSOCIATION, INC. PENSION PLAN
$2.4M · 3 participants
CATHOLIC UNION OF TEXAS, THE KJT
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CATHOLIC UNION OF TEXAS, KJT, 401(K) SALARY REDUCTION PLAN & TRUST
$2.3M · 6 participants
OLD SURETY LIFE INSURANCE COMPANY
OLD SURETY LIFE INSURANCE COMPANY 401(K) PLAN
$2.3M · 29 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
