Original filing (PDF)20250319111141NAL0002510067001

Amerman Insurance Services LLC

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

Form 5500-SF

FILING_RECEIVED

Amerman Insurance Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Amerman Insurance Services LLC's Amerman Insurance Services LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 30.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Amerman Insurance Services LLC's EIN is 90-0613903.

EIN 90-0613903

Plan number 001

Plan year 2024

ACK ID 20250319111141NAL0002510067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Amerman Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 AMERMAN INSURANCE SERVICES LLC.

Finding similar companies…

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 30.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AMERMAN INSURANCE SERVICES LLC

EIN

all filings

Address

210 YOSEMITE DR · SAN ANTONIO, TX · 782321324

Phone

(210) 298-6888

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-10-21

Filed

2025-03-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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