SHIPLEY & ASSOCIATES, INC. DBA SHIPLEY & PEASE INSURANCE
Form 5500-SF
FILING_RECEIVED
SHIPLEY & PEASE 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
90
/ 100
Grade A
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
66
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIPLEY & ASSOCIATES, INC. DBA SHIPLEY & PEASE INSURANCE.
Plan sponsor
Name
SHIPLEY & ASSOCIATES, INC. DBA SHIPLEY & PEASE INSURANCE
EIN
93-1204642
Address
12517 208TH PL SE · SNOHOMISH, WA · 98296
Phone
(206) 395-7872
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
