How big is Collaborative Insurance Solutions, LLC's plan?

Collaborative Insurance Solutions, LLC's plan reported $1.1M in assets and 24 participants for 2024.

Original filing (PDF)20250428121508NAL0019675184001

Collaborative Insurance Solutions, LLC

Name: Collaborative Insurance Solutions, LLC — Form 5500 Plan 001 (2024)
Creator: Collaborative Insurance Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Insurance Solutions, LLC 401(k) Plan

401(k) retirement plan · Collaborative Insurance Solutions, LLC's Collaborative Insurance Solutions, LLC 401(k) Plan held $1.1M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David Dlugasch signed Collaborative Insurance Solutions, LLC's 2024 Form 5500 as plan administrator.

David Dlugasch — 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

Collaborative Insurance Solutions, LLC's EIN is 81-1627336.

EIN 81-1627336

Plan number 001

Plan year 2024

ACK ID 20250428121508NAL0019675184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collaborative Insurance Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Insurance Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off