Original filing (PDF)20250626173048NAL0005248115001

SWAIN & BALDWIN INS. INC.

Name: SWAIN & BALDWIN INS. INC. — SWAIN AND BALDWIN INSURANCE, INC., 401K, PSP, Form 5500 (2024)
Creator: SWAIN & BALDWIN INS. INC.

Form 5500-SF

FILING_RECEIVED

SWAIN AND BALDWIN INSURANCE, INC., 401K, PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWAIN & BALDWIN INS. INC..

Plan sponsor

Name

SWAIN & BALDWIN INS. INC.

EIN

75-1690869

Address

107 W LUFKIN AVE. SUITE 318 · LUFKIN, TX · 75904

Phone

(936) 639-2201

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RSI INTERNATIONAL, INC.

RSI INTERNATIONAL, INC. RETIREMENT PLAN AND TRUST

$4.0M · 27 participants

MD HUDACK INSURANCE SERVICES, INC.

MD HUDACK INSURANCE SERVICES, INC. RETIREMENT PLAN

$4.0M · 2 participants

LANDSTAR TITLE AGENCY, INC.

LANDSTAR TITLE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$4.0M · 20 participants

NATIONAL CU SERVICES, INC.

NATIONAL CU SERVICES, INC. PROFIT SHARING PLAN

$4.0M · 2 participants

CONTEMPORARY INSURANCE SERVICES, INC.