How big is U-PIC Insurance Services, Inc.'s plan?

U-PIC Insurance Services, Inc.'s plan reported $1.9M in assets and 22 participants for 2024.

Original filing (PDF)20251009152051NAL0004036387001

U-PIC Insurance Services, Inc.

Name: U-PIC Insurance Services, Inc. — UPIC 401(k) Plan, Form 5500 (2024)
Creator: U-PIC Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UPIC 401(k) Plan

401(k) retirement plan · U-PIC Insurance Services, Inc.'s UPIC 401(k) Plan held $1.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

U-PIC Insurance Services, Inc.'s EIN is 95-4887162.

EIN 95-4887162

Plan number 001

Plan year 2024

ACK ID 20251009152051NAL0004036387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for U-PIC Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

U-PIC Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U-PIC INSURANCE SERVICES, INC..

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Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off