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Original filing (PDF)20250910150725NAL0013246963001
TRIANGLE INSURANCE COMPANY, INC.
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
145
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Institutional Fund Institutional Plus Shares [1]" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE INSURANCE COMPANY, INC..
Plan sponsor
Name
TRIANGLE INSURANCE COMPANY, INC.
EIN
73-1394760
Address
P. O. BOX 1189 · ENID, OK · 73702
Phone
(580) 237-4276
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RBMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $42K | — |
Investments
18 direct securities · 1 pooled fund· $18.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.7M
18 holdings
Common Collective Trust
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Institutional Fund Institutional Plus Shares [1] | — | — | — | $4.8M | 25.6% | |
| Vanguard Small Cap Index Fund Institutional Plus Shares [1] | — | — | — | $2.0M | 10.4% | |
| Vanguard Total International Stock Index Fund Institutional Plus Shares [1] | — | — | — | $1.9M | 10.4% | |
| Galliard Co-op 401(k) Stable Asset Fund [1] | — | — | — | $1.9M | 10.2% | |
| PIMCO Total Return Fund Institutional Class [1] | — | — | — | $1.6M | 8.4% | |
| Vanguard International Growth Fund Admiral Shares [1] | — | — | — | $1.3M | 6.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares [1] | — | — | — | $879K | 4.7% | |
| Vanguard Windsor II Fund Admiral Shares [1] | — | — | — | $839K | 4.5% | |
| NYLI Winslow Large Cap Growth Fund Class R6 [1] | — | — | — | $805K | 4.3% | |
| Vanguard Wellington Fund Admiral Shares [1] | — | — | — | $532K | 2.8% | |
| Vanguard Explorer Fund Admiral Shares [1] | — | — | — | $517K | 2.8% | |
| Vanguard Inflation-Protected Securities Fund Institutional Shares [1] | — | — | — | $500K | 2.7% | |
| T. Rowe Price Mid-Cap Growth Fund [1] | — | — | — | $405K | 2.2% | |
| JPMorgan Mid Cap Value Fund Class R6 [1] | — | — | — | $373K | 2.0% | |
| Notes Receivable from Participants 1 to 15 years, 4.25% - 9.50% [2] - | — | — | — | $167K | 0.9% | |
| Allspring Special Small Cap Value Fund Institutional Class [1] | — | — | — | $161K | 0.9% | |
| SHORT TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $87K | 0.5% | |
| Dodge & Cox International Stock Fund [1] | — | — | — | $73K | 0.4% | |
| Artisan International Fund Institutional Class [1] | — | — | — | $4K | <0.1% |
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