How big is Consolidated Insurance Services, Inc.'s plan?

Consolidated Insurance Services, Inc.'s plan reported $1.5M in assets and 5 participants for 2025.

Original filing (PDF)20260323153411NAL0001727073001

Consolidated Insurance Services, Inc.

Name: Consolidated Insurance Services, Inc. — Consolidated, Form 5500 (2025)
Creator: Consolidated Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consolidated Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · Consolidated Insurance Services, Inc.'s Consolidated Insurance Services, Inc. 401(k) Plan held $1.5M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Consolidated Insurance Services, Inc.'s EIN is 77-0539922.

EIN 77-0539922

Plan number 001

Plan year 2025

ACK ID 20260323153411NAL0001727073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Consolidated Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Consolidated Insurance Services, Inc.'s 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 CONSOLIDATED INSURANCE SERVICES, INC..

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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