· 2022–2024 · DOL EFAST2

PLANNERS INSURANCE GROUP OF AMER — PLANNERS INSURANCE GROUP OF AMERICA LLC 401K, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240527180449NAL0010107985001

PLANNERS INSURANCE GROUP OF AMER

Form 5500-SF

FILING_RECEIVED

PLANNERS INSURANCE GROUP OF AMERICA LLC 401K

401(k) retirement plan

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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

34

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

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 PLANNERS INSURANCE GROUP OF AMER.

Plan sponsor

Name

PLANNERS INSURANCE GROUP OF AMER

EIN

81-4851535

Address

9500 RAY WHITE RD SUITE 200 · FORTH WORTH, TX · 76244

Phone

(562) 746-9266

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-27

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

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