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CLEAR BLUE INSURANCE SERVICES PR LLC — CLEAR BLUE EMPLOYEE RETIREMENT PLAN PR, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250218155548NAL0003322801001
CLEAR BLUE INSURANCE SERVICES PR LLC
Form 5500-SF
FILING_RECEIVED
CLEAR BLUE EMPLOYEE RETIREMENT PLAN PR
401(k) retirement plan
Active participants
63
Accounts w/ balance
63
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
CLEAR BLUE INSURANCE SERVICES PR LLC
.
Find decision makers
Plan sponsor
Name
CLEAR BLUE INSURANCE SERVICES PR LLC
EIN
66-0845501
Address
B7 TABONUCO ST · SUITE 912 · GUAYNABO, PR · 00968
Phone
(787) 339-2046
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
2025-02-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
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
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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