Original filing (PDF)20250718111300NAL0000752323001

EASTMAN INSURANCE AND FINANCIAL SERVICES, INC

Name: EASTMAN INSURANCE AND FINANCIAL SERVICES, INC — THE EASTMAN AGENCY RETIREMENT PLAN, Form 5500 (2024)
Creator: EASTMAN INSURANCE AND FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

THE EASTMAN AGENCY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EASTMAN INSURANCE AND FINANCIAL SERVICES, INC

EIN

99-2751010all filings

Address

6511 W. LOOP 1604 N. · SUITE 113 · SAN ANTONIO, TX · 78254

Phone

(210) 688-0724

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator