Original filing (PDF)20260331135820NAL0000177760001

Cogan Insurance Advisors, Inc. DBA Lindquist Insurance

Name: Cogan Insurance Advisors, Inc. DBA Lindquist Insurance — Form 5500 Plan 001 (2025)
Creator: Cogan Insurance Advisors, Inc. DBA Lindquist Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindquist Insurance 401(k) Plan

401(k) retirement plan · Cogan Insurance Advisors, Inc. DBA Lindquist Insurance's Lindquist Insurance 401(k) Plan held $2.5M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Robert HAHN signed Cogan Insurance Advisors, Inc. DBA Lindquist Insurance's 2025 Form 5500 as plan administrator.

Robert HAHN — 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

Cogan Insurance Advisors, Inc. DBA Lindquist Insurance's EIN is 83-1568646.

EIN 83-1568646

Plan number 001

Plan year 2025

ACK ID 20260331135820NAL0000177760001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cogan Insurance Advisors, Inc. DBA Lindquist Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cogan Insurance Advisors, Inc. DBA Lindquist Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, 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 COGAN INSURANCE ADVISORS, INC. DBA LINDQUIST INSURANCE.

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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