How big is Whitecap Insurance Services' plan?

Whitecap Insurance Services' plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250815162336NAL0010655297001

Whitecap Insurance Services

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

Form 5500-SF

FILING_RECEIVED

Whitecap Insurance Services 401(k) Plan

401(k) retirement plan · Whitecap Insurance Services' Whitecap Insurance Services 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Marygrace Elizondo signed Whitecap Insurance Services' 2024 Form 5500 as plan administrator.

Marygrace Elizondo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Whitecap Insurance Services' EIN is 68-0309203.

EIN 68-0309203

Plan number 001

Plan year 2024

ACK ID 20250815162336NAL0010655297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitecap Insurance Services' 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 WHITECAP INSURANCE SERVICES.

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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