Original filing (PDF)20251012015439NAL0000141632001

SCORICA MANAGEMENT CO. LLC

Name: SCORICA MANAGEMENT CO. LLC — SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SCORICA MANAGEMENT CO. LLC

Form 5500-SF

FILING_RECEIVED

SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCORICA MANAGEMENT CO. LLC.

Plan sponsor

Name

SCORICA MANAGEMENT CO. LLC

EIN

84-1668636

Address

65-1230 MAMALAHOA HWY · SUITE A-20 · KAMUELA, HI · 96743

Phone

(808) 885-7300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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