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THE SURPLUS LINE ASSOCIATION OF — THE SURPLUS LINE ASSOCIATION OF OREGON 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250604164119NAL0010977137001
THE SURPLUS LINE ASSOCIATION OF
Form 5500-SF
FILING_RECEIVED
THE SURPLUS LINE ASSOCIATION OF OREGON 401K PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
THE SURPLUS LINE ASSOCIATION OF
.
Find decision makers
Plan sponsor
Name
THE SURPLUS LINE ASSOCIATION OF
EIN
93-0358258
Address
7360 SW HUNZIKER ST STE 105 · PORTLAND, OR · 97223
Phone
(503) 718-6700
Industry
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
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PACIFIC HEALTH ALLIANCE
PACIFIC HEALTH ALLIANCE 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 4 participants
GRIFFING & ASSOCIATES ADMINISTRATORS INC.
GRIFFING & ASSOCIATES ADMINISTRATORS INC. 401K PLAN
$1.1M · 7 participants
NORTHEAST BEHAVIORAL HEALTH CARE CONSORTIUM
NBHCC 403(B) RETIREMENT SAVINGS PLAN
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PENSION KINETICS, INC.
PENSION KINETICS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
HANOVER SERVICES COMPANY, LLC
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HANOVER FIRE & CASUALTY INSURANCE COMPANY 401K PLAN
$1.1M · 9 participants
INSURANCE SOURCE, INC.
INSURANCE SOURCE, INC. 401(K) PLAN
$1.1M · 8 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
