How big is Dallas Insurance Exchange II, LL's plan?

Dallas Insurance Exchange II, LL's plan reported $2.7M in assets and 33 participants for 2024.

Original filing (PDF)20250912154151NAL0003934978001

Dallas Insurance Exchange II, LL

Name: Dallas Insurance Exchange II, LL — The Insurance, Form 5500 (2024)
Creator: Dallas Insurance Exchange II, LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Insurance Exchange 401(k) Plan

401(k) retirement plan · Dallas Insurance Exchange II, LL's The Insurance Exchange 401(k) Plan held $2.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Tracy Morris signed Dallas Insurance Exchange II, LL's 2024 Form 5500 as plan administrator.

Tracy Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dallas Insurance Exchange II, LL's EIN is 92-7527968.

EIN 92-7527968

Plan number 001

Plan year 2024

ACK ID 20250912154151NAL0003934978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dallas Insurance Exchange II, LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dallas Insurance Exchange II, LL's plan includes profit-sharing, ERISA 404(c) participant direction, 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 DALLAS INSURANCE EXCHANGE II, LL.

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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