How big is Clear Blue Insurance Services PR LLC's plan?

Clear Blue Insurance Services PR LLC's plan reported $2.1M in assets and 63 participants for 2024.

Original filing (PDF)20250218155548NAL0003322801001

Clear Blue Insurance Services PR LLC

Name: Clear Blue Insurance Services PR LLC — Clear Blue, Form 5500 (2024)
Creator: Clear Blue Insurance Services PR LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clear Blue Employee Retirement Plan PR

401(k) retirement plan · Clear Blue Insurance Services PR LLC's Clear Blue Employee Retirement Plan PR held $2.1M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Paola Roldan signed Clear Blue Insurance Services PR LLC's 2024 Form 5500 as plan administrator.

Paola Roldan — Plan Administrator — Form 5500 signer
ROSA VEGA — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Clear Blue Insurance Services PR LLC's EIN is 66-0845501.

EIN 66-0845501

Plan number 001

Plan year 2024

ACK ID 20250218155548NAL0003322801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clear Blue Insurance Services PR LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clear Blue Insurance Services PR LLC'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 CLEAR BLUE INSURANCE SERVICES PR LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score