Original filing (PDF)20251001105754NAL0013120049001

UNITED COMMERCIAL INSURANCE AGENCY

Name: UNITED COMMERCIAL INSURANCE AGENCY — UNITED COMMERCIAL INSURANCE AGENCY 401K PSP, Form 5500 (2024)
Creator: UNITED COMMERCIAL INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

UNITED COMMERCIAL INSURANCE AGENCY 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UNITED COMMERCIAL INSURANCE AGENCY

EIN

85-0405523all filings

Address

2616 MESILLA ST NE STE 2 · ALBUQUERQUE, NM · 87110

Phone

(505) 255-9577

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator