How big is Coordinated Concepts Insurance Services, LLC's plan?

Coordinated Concepts Insurance Services, LLC's plan reported $1.5M in assets and 6 participants for 2022.

Original filing (PDF)20231012105850NAL0031046817001

Coordinated Concepts Insurance Services, LLC

Name: Coordinated Concepts Insurance Services, LLC — Form 5500 Plan 002 (2022)
Creator: Coordinated Concepts Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Concepts Insurance Services, LLC Defined Benefit Plan

Defined-benefit pension plan · Coordinated Concepts Insurance Services, LLC's Coordinated Concepts Insurance Services, LLC Defined Benefit Plan held $1.5M in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeffrey Bangerter signed Coordinated Concepts Insurance Services, LLC's 2022 Form 5500 as plan administrator.

Jeffrey Bangerter — 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

Coordinated Concepts Insurance Services, LLC's EIN is 68-0421996.

EIN 68-0421996

Plan number 002

Plan year 2022

ACK ID 20231012105850NAL0031046817001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Coordinated Concepts Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Coordinated Concepts Insurance Services, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score