# Hummel & Plum Insurance Agency, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hummel-plum-insurance-agency-inc-311058152-501

> Hummel & Plum Insurance Agency, INC.'s Health & Welfare plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|20|$15,470|$372,426|$0|

| 2023|10|$6,893|$294,573|$0|

| 2022|17|$3,803|$275,908|$0|

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