USA INSURANCE BROKERS, LLC CASH BALANCE PLAN

[ EIN: 03-0591387 | Plan No. 002 ]

Form 5500 filing classifies USA INSURANCE BROKERS, LLC CASH BALANCE PLAN as a Defined Benefit plan, sponsored by USA INSURANCE BROKERS, LLC. The plan is a Small Plan with 17 participants and total assets of $1,653,620 reported for the 2023 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: USA INSURANCE BROKERS, LLC

Location: 304 PITTSBURGH MILLS CIRCLE, TARENTUM, PA 15084

EIN: 030591387

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 17

Total Assets: $1,653,620

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