· 2022–2024 · DOL EFAST2

Three Rivers Insurance, Inc. — Three Rivers, Form 5500 (2023)

Original filing (PDF)20250425131204NAL0005184707001

Three Rivers Insurance, Inc.

Form 5500-SF

FILING_RECEIVED

Three Rivers Insurance, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Three Rivers Insurance, Inc.'s Three Rivers Insurance, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 16 participants in 2023.

Active participants

16

Accounts w/ balance

13

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th 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 THREE RIVERS INSURANCE, INC..

Plan sponsor

Name

THREE RIVERS INSURANCE, INC.

EIN

82-0357824all filings

Address

26 SOUTH MAIN S · PAYETTE, ID · 83661

Phone

(208) 642-9311

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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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