Original filing (PDF)20240827130355NAL0021755474001

BRIDGES INSURANCE GROUP LLC

Name: BRIDGES INSURANCE GROUP LLC — BRIDGES INSURANCE GROUP LLC 401(K) PLAN, Form 5500 (2023)
Creator: BRIDGES INSURANCE GROUP LLC

Form 5500-SF

FILING_RECEIVED

BRIDGES INSURANCE GROUP LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRIDGES INSURANCE GROUP LLC

EIN

92-0694194

Address

230 JONES ROAD · FALMOUTH, MA · 02540

Phone

(508) 540-7100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

WATERSTONE INSURANCE AGENCY, INC.

WATERSTONE INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

$648K · 6 participants

CRAWFORD AGENCY, INC.

CRAWFORD AGENCY, INC 401(K) RETIREMENT PLAN

$649K · 6 participants

PHILLIPS COUNTY INSURANCE, INC

PHILLIPS COUNTY INSURANCE, INC SAVINGS PLAN

$648K · 6 participants

P.I.E. OF NEW YORK, INC.

P.I.E. FACILITIES OF NEW YORK, INC. 401(K) PLAN

$648K · 5 participants

THOMAS R. BATES, CFP, LLC

THOMAS R. BATES, CFP, LLC 401(K) PLAN