DUKE INSURANCE BROKERAGE, INC. PROFIT SHARING PLAN

[ EIN: 16-1694208 | Plan No. 001 ]

According to Department of Labor Form 5500 data, DUKE INSURANCE BROKERAGE, INC. sponsors DUKE INSURANCE BROKERAGE, INC. PROFIT SHARING PLAN, categorized as a Profit Sharing plan. The filing shows 5 participants and total assets of $1,396,805 for the plan year 2024.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DUKE INSURANCE BROKERAGE, INC.

Location: 200 CENTER STREET, SUITE 15, LUDLOW, MA 01056

EIN: 161694208

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 5

Total Assets: $1,396,805

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