· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASHLAND INSURANCE INC. — ASHLAND INSURANCE INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724121919NAL0013268018001
ASHLAND INSURANCE INC.
Form 5500-SF
FILING_RECEIVED
ASHLAND INSURANCE INC. 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
ASHLAND INSURANCE INC.
.
Find decision makers
Plan sponsor
Name
ASHLAND INSURANCE INC.
EIN
93-1016099
Address
585 A STREET #1, P.O. BOX 880 · ASHLAND, OR · 97520
Phone
(541) 857-0679
Industry
Insurance Agencies & Brokerages
· 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
2025-07-24
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 Insurance Agencies & Brokerages plans
MALCOLM & PARSONS INSURANCE AGENCY, INC.
MALCOLM & PARSONS INSURANCE AGENCY, INC. 401(K) PLAN
$1.1M · 6 participants
VIRGINIA TAM INSURANCE AGENCY, INC.
VIRGINIA TAM INSURANCE AGENCY, INC. PENSION PLAN
$1.1M · 8 participants
INSOUTH INSURANCE SERVICES, LLC
INSOUTH INSURANCE SERVICES RETIREMENT SAVINGS PLAN
$1.1M · 15 participants
WILLIAM R. MAHLIK
WILLIAM R. MAHLIK 401K PLAN
$1.1M · 5 participants
LISA LALIBERTE
LISA LALIBERTE 401(K) PLAN
100
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.
$1.1M · 6 participants
TATE INSURANCE GROUP, INC.
TATE INSURANCE GROUP, INC. RETIREMENT PLAN
$1.1M · 19 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
