Original filing (PDF)20240613202224NAL0014933363001

ZEPHYR INSURANCE COMPANY, INC.

Name: ZEPHYR INSURANCE COMPANY, INC. — ZEPHYR INSURANCE COMPANY, INC. 401(K) PLAN, Form 5500 (2023)
Creator: ZEPHYR INSURANCE COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

ZEPHYR INSURANCE COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZEPHYR INSURANCE COMPANY, INC..

Plan sponsor

Name

ZEPHYR INSURANCE COMPANY, INC.

EIN

99-0344514

Address

1001 BISHOP STREET, SUITE 2750 · HONOLULU, HI · 968133419

Phone

(808) 440-5400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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