Original filing (PDF)20251007140129NAL0008278864001

Elliott Lee Insurance Group

Name: Elliott Lee Insurance Group — Elliott Lee Insurance, Form 5500 (2024)
Creator: Elliott Lee Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elliott Lee Insurance Group 401(k) Plan

401(k) retirement plan · Elliott Lee Insurance Group's Elliott Lee Insurance Group 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marcus Bowie signed Elliott Lee Insurance Group's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Elliott Lee Insurance Group's EIN is 93-3761122.

EIN 93-3761122

Plan number 001

Plan year 2024

ACK ID 20251007140129NAL0008278864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elliott Lee Insurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elliott Lee Insurance Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score