How big is Katee Loftis State Farm's plan?

Katee Loftis State Farm's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20251229132901NAL0017737041001

Katee Loftis State Farm

Name: Katee Loftis State Farm — Katee Loftis State Farm, Form 5500 (2024)
Creator: Katee Loftis State Farm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katee Loftis State Farm CBS Benefit Plan

Health & welfare plan · Katee Loftis State Farm's Katee Loftis State Farm CBS Benefit Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$557

People on this filing

Joseph HSU signed Katee Loftis State Farm's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Katee Loftis State Farm's EIN is 82-3128344.

EIN 82-3128344

Plan number 501

Plan year 2024

ACK ID 20251229132901NAL0017737041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katee Loftis State Farm from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katee Loftis State Farm's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATEE LOFTIS STATE FARM.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score