· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A AND H INSURANCE INC — A AND H INSURANCE, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250213103209NAL0021975985001
A AND H INSURANCE INC
Form 5500-SF
FILING_RECEIVED
A AND H INSURANCE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
52
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A AND H INSURANCE INC
.
Find decision makers
Plan sponsor
Name
A AND H INSURANCE INC
EIN
88-0097951
Address
3301 S VIRGINIA ST STE 201 · RENO, NV · 895024512
Phone
(775) 829-2600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
GREAT LAKES GENERAL AGENCY, INC.
GREAT LAKES GENERAL AGENCY, INC. 401(K) PLAN
$6.6M · 65 participants
MT. PLEASANT ABSTRACT & TITLE, INC.
MT PLEASANT ABSTRACT & TITLE, INC. 401(K) PROFIT SHARING PLAN
$6.6M · 110 participants
JACOBY LIFE & PENSION PLANNERS, INC.
JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN
$6.6M · 5 participants
VAREIKA CONSTRUCTION CO INC
VAREIKA CONSTRUCTION CO INC 401(K) PROFIT SHARING PLAN & TRUST
$6.6M · 45 participants
INSURANCE CENTER, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INSURANCE CENTER, INC. SAVINGS AND INVESTMENT PLAN
$6.6M · 62 participants
WARREN G. BENDER CO.
WARREN G. BENDER CO. 401(K) PROFIT SHARING PLAN
$6.6M · 47 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B