How big is Oak Tree Insurance, Inc.'s plan?

Oak Tree Insurance, Inc.'s plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250730161649NAL0004354561001

Oak Tree Insurance, Inc.

Name: Oak Tree Insurance, Inc. — Oak Tree Insurance, Inc., Form 5500 (2024)
Creator: Oak Tree Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Insurance, Inc. 401(k) P/S Plan

401(k) retirement plan · Oak Tree Insurance, Inc.'s Oak Tree Insurance, Inc. 401(k) P/S Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stephen a Lacesa signed Oak Tree Insurance, Inc.'s 2024 Form 5500 as plan administrator.

Stephen a Lacesa — 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

Oak Tree Insurance, Inc.'s EIN is 93-0884200.

EIN 93-0884200

Plan number 001

Plan year 2024

ACK ID 20250730161649NAL0004354561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Tree Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Insurance, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off