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COORDINATED CONCEPTS INSURANCE SERVICES, LLC — COORDINATED CONCEPTS INSURANCE SERVICES, LLC DEFINED BENEFIT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231012105850NAL0031046817001
COORDINATED CONCEPTS INSURANCE SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
COORDINATED CONCEPTS INSURANCE SERVICES, LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
COORDINATED CONCEPTS INSURANCE SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
COORDINATED CONCEPTS INSURANCE SERVICES, LLC
EIN
68-0421996
Address
1380 LEAD HILL BLVD., STE. 180 · ROSEVILLE, CA · 95661
Phone
(916) 965-1879
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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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