How big is Petersen International Underwriters' plan?

Petersen International Underwriters' plan reported $21.6M in assets and 42 participants for 2025.

Original filing (PDF)20260429133353NAL0023063970001

Petersen International Underwriters

Name: Petersen International Underwriters — Petersen, Form 5500 (2025)
Creator: Petersen International Underwriters
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petersen International Underwriters Cash Balance Plan & Trust

Defined-benefit pension plan · Petersen International Underwriters' Petersen International Underwriters Cash Balance Plan & Trust held $21.6M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

People on this filing

Phillip Harris signed Petersen International Underwriters' 2025 Form 5500 as plan administrator.

Phillip Harris — 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

Petersen International Underwriters' EIN is 95-3493616.

EIN 95-3493616

Plan number 002

Plan year 2025

ACK ID 20260429133353NAL0023063970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Petersen International Underwriters from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Petersen International Underwriters' plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSEN INTERNATIONAL UNDERWRITERS.

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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