Original filing (PDF)20250501123205NAL0004802976001

UNION GENERAL INSURANCE SERVIC

Name: UNION GENERAL INSURANCE SERVIC — UNION GENERAL INSURANCE SERVIC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: UNION GENERAL INSURANCE SERVIC

Form 5500-SF

FILING_RECEIVED

UNION GENERAL INSURANCE SERVIC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION GENERAL INSURANCE SERVIC.

Plan sponsor

Name

UNION GENERAL INSURANCE SERVIC

EIN

94-2702559

Address

1200 CONCORD AVE STE 375 · CONCORD, CA · 945204915

Phone

(925) 483-2234

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

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