· 2022–2024 · DOL EFAST2

BASSETT INSURANCE AGENCY — BASSETT INSURANCE AGENCY CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)

Original filing (PDF)20250327091255NAL0017284209001

BASSETT INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BASSETT INSURANCE AGENCY CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

6

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

BASSETT INSURANCE AGENCY

EIN

92-2196027all filings

Address

7380 YORK RD · CLEVELAND, OH · 44130

Phone

(440) 888-1600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SAPENTER INSURANCE SERVICES, LLC

SAPENTER INSURANCE SERVICES 401(K) PLAN

$5K · 9 participants

AG INSURANCE & FINANCIAL SOLUTIONS

AG SOLUTIONS 401(K) PLAN

$5K · 2 participants

LEUDTKE AGENCY, LLC

LEUDTKE AGENCY, LLC 401(K) PLAN

$5K · 3 participants

MICHAEL DORANSKI

MICHAEL DORANSKI 401(K) PROFIT SHARING PLAN & TRUST

$5K · 3 participants

RIFIS, INC 401K PLAN

$5K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.