Hummel & Plum Insurance Agency, INC. Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hummel & Plum Insurance Agency, INC.
  • Sponsor EIN: 311058152
  • Sponsor Address: 116 W. FRANKLIN STREET, CIRCLEVILLE, OH, 43113
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 20
  • Total Assets: $15,470

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$15,470$372,426$0
202310$6,893$294,573$0
202217$3,803$275,908$0

Similar Plans