PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Surplus Insurance Brokers Agency, Inc.

Filings through Oct 24, 2026.

Top hat

Surplus Insurance Brokers Agency, Inc.

EIN 35-1372423-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
13
2620 MISHAWAKA, PO BOX 749 - SOUTH BEND, IN 466240749574-287-2368surplusins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$1.1M - 13 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SURPLUS INSURANCE BROKERS AGENCY INC 401K PLA

401(k)

Assets$1.1M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SURPLUS INSURANCE BROKERS AGENCY INC 401K PLA401(k)$1.1M132025
  • SURPLUS INSURANCE BROKERS AGENCY INC 401K PLA$1.1M
    #001 · 401(k) · 202513
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica