Department of Labor filing

COACTION SPECIALTY MANAGEMENT COMPANY

COACTION SPECIALTY INSURANCE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

89filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$7,938

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

421

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$63 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 69% of comparable plans

↗Investment performance

Not available

Plan assets changed 24.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202489out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $1,360 · based on 585 comparable plans

Lower reported administrative expense69th percentileTypical peer $113 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, COACTION SPECIALTY MANAGEMENT COMPANY reported $3,342,024 in employer contributions across the plan and 421 active participants. That works out to $7,938 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 15.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 48.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context89/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,342,024
Participant contributions: $4,863,903
Other contributions: $3,950,072
Employer share of reported contributions: 40.7%
Beginning assets: $55,307,053
Ending assets: $68,969,617
Ending net assets: $68,969,617
Ending liabilities: $0
Total income: $20,776,188
Total expenses: $7,113,624
Administrative expenses: $37,165
Participant loans: $617,516

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,849

2023

$6,183

2024

$7,938

Plan-paid administrative expenses per participant

2022

$43

2023

$69

2024

$63

Active participants

2022

366

2023

392

2024

421

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,938	421	69M	20251008081550NAL0005259233001
2023	$6,183	392	55.3M	20240910091731NAL0003390627001
2022	$6,849	366	47.8M	20231012085821NAL0062953858001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 132511244-004

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 14, 1994
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2J3H3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008081550NAL0005259233001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗