Original filing (PDF)20250425131204NAL0005184707001

THREE RIVERS INSURANCE, INC.

Name: THREE RIVERS INSURANCE, INC. — THREE RIVERS INSURANCE, INC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THREE RIVERS INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

THREE RIVERS INSURANCE, INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THREE RIVERS INSURANCE, INC..

Plan sponsor

Name

THREE RIVERS INSURANCE, INC.

EIN

82-0357824

Address

26 SOUTH MAIN S · PAYETTE, ID · 83661

Phone

(208) 642-9311

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

THREE RIVERS INSURANCE, INC.

EIN

82-0357824

City

PAYETTE, ID

Phone

(208) 642-9311

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-04-25

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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