How big is Pennsylvania Insurance Specialists, Inc.'s plan?

Pennsylvania Insurance Specialists, Inc.'s plan reported $719K in assets and 2 participants for 2024.

Original filing (PDF)20250606111600NAL0012324001001

Pennsylvania Insurance Specialists, Inc.

Name: Pennsylvania Insurance Specialists, Inc. — Form 5500 Plan 002 (2024)
Creator: Pennsylvania Insurance Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Benefits Group, Inc. Multiple Employer 401(k) Plan

401(k) retirement plan · Pennsylvania Insurance Specialists, Inc.'s Keystone Benefits Group, Inc. Multiple Employer 401(k) Plan held $719K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

KRIS Geary signed Pennsylvania Insurance Specialists, Inc.'s 2024 Form 5500 as plan administrator.

KRIS Geary — 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

Pennsylvania Insurance Specialists, Inc.'s EIN is 86-1091976.

EIN 86-1091976

Plan number 002

Plan year 2024

ACK ID 20250606111600NAL0012324001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pennsylvania Insurance Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pennsylvania Insurance Specialists, Inc.'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 PENNSYLVANIA INSURANCE SPECIALISTS, INC..

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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