How big is Ursus Insurance Services Inc.'s plan?

Ursus Insurance Services Inc.'s plan reported $879K in assets and 28 participants for 2024.

Original filing (PDF)20250516220110NAL0020524881005

Ursus Insurance Services Inc.

Name: Ursus Insurance Services Inc. — Ursus Insurance, Form 5500 (2024)
Creator: Ursus Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ursus Insurance Services 401(k) Plan

401(k) retirement plan · Ursus Insurance Services Inc.'s Ursus Insurance Services 401(k) Plan held $879K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

Plan identifiers

Ursus Insurance Services Inc.'s EIN is 86-3270497.

EIN 86-3270497

Plan number 001

Plan year 2024

ACK ID 20250516220110NAL0020524881005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ursus Insurance Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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