How big is Cobec Insurance Agency LLC's plan?

Cobec Insurance Agency LLC's plan reported $77K in assets and 3 participants for 2024.

Original filing (PDF)20250719052947NAL0004024624001

Cobec Insurance Agency LLC

Name: Cobec Insurance Agency LLC — Cobec Insurance 401(k), Form 5500 (2024)
Creator: Cobec Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cobec Insurance 401(k) Plan

401(k) retirement plan · Cobec Insurance Agency LLC's Cobec Insurance 401(k) Plan held $77K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Shirley Horner signed Cobec Insurance Agency LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Cobec Insurance Agency LLC's EIN is 84-1787015.

EIN 84-1787015

Plan number 001

Plan year 2024

ACK ID 20250719052947NAL0004024624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cobec Insurance Agency 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 COBEC INSURANCE AGENCY LLC.

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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