How big is Transverse Insurance Services LLC's plan?

Transverse Insurance Services LLC's plan reported $5.9M in assets and 88 participants for 2024.

Original filing (PDF)20250317103931NAL0002303920001

Transverse Insurance Services LLC

Name: Transverse Insurance Services LLC — Transverse, Form 5500 (2024)
Creator: Transverse Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transverse Employee 401(k) Plan

401(k) retirement plan · Transverse Insurance Services LLC's Transverse Employee 401(k) Plan held $5.9M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Kristin Cubberly signed Transverse Insurance Services LLC's 2024 Form 5500 as plan administrator.

Kristin Cubberly — 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

Transverse Insurance Services LLC's EIN is 83-1056522.

EIN 83-1056522

Plan number 001

Plan year 2024

ACK ID 20250317103931NAL0002303920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Transverse Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Vendor & structure

100

Knocking points off