How big is Personal Insurance Federation's plan?

Personal Insurance Federation's plan reported $1.9M in assets and 7 participants for 2024.

Original filing (PDF)20250407132307NAL0026843680001

Personal Insurance Federation

Name: Personal Insurance Federation — Personal Insurance, Form 5500 (2024)
Creator: Personal Insurance Federation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Insurance Federation Profit Sharing 401(k) Plan

401(k) retirement plan · Personal Insurance Federation's Personal Insurance Federation Profit Sharing 401(k) Plan held $1.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Personal Insurance Federation's EIN is 68-0189516.

EIN 68-0189516

Plan number 003

Plan year 2024

ACK ID 20250407132307NAL0026843680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Insurance Federation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PERSONAL INSURANCE FEDERATION

EIN

all filings

Address

1201 K. STREET, SUITE 950 · SACRAMENTO, CA · 95814

Phone

(916) 442-6646

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator