How big is Cline Insurance Brokerage LLC's plan?

Cline Insurance Brokerage LLC's plan reported $87K in assets and 4 participants for 2025.

Original filing (PDF)20260428140305NAL0015665520001

Cline Insurance Brokerage LLC

Name: Cline Insurance Brokerage LLC — Cline Insurance, Form 5500 (2025)
Creator: Cline Insurance Brokerage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cline Insurance Brokerage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cline Insurance Brokerage LLC's Cline Insurance Brokerage LLC 401(k) Profit Sharing Plan & Trust held $87K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Tyler Cline signed Cline Insurance Brokerage LLC's 2025 Form 5500 as plan administrator.

Tyler Cline — 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

Cline Insurance Brokerage LLC's EIN is 82-3311621.

EIN 82-3311621

Plan number 001

Plan year 2025

ACK ID 20260428140305NAL0015665520001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cline Insurance Brokerage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cline Insurance Brokerage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Vendor & structure

100

Helping the score