COLUMBIA INSURANCE CASH BALANCE PLAN

[ EIN: 04-2456114 | Plan No. 002 ]

Form 5500 filing classifies COLUMBIA INSURANCE CASH BALANCE PLAN as a Defined Benefit plan, sponsored by COLUMBIA INSURANCE AGENCY, INC.. The plan is a Small Plan with 8 participants and total assets of $481,895 reported for the 2024 plan year.

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

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Plan Sponsor: COLUMBIA INSURANCE AGENCY, INC.

Location: 31 CENTRAL SQUARE, LYNN, MA 01901

EIN: 042456114

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 8

Total Assets: $481,895

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