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  1. Companies/
  2. Integrity Insurance Services, Inc.

Filings through Sep 24, 2026.

Sponsor portfolio

Integrity Insurance Services, Inc.

EIN 38-3791235-insurance-Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
9
4333 MAHOGONY CIRCLE - YORBA LINDA, CA 92886714-865-2908LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001Traditional DB-$5.1M - 4 part#002401(k)-$2.8M - 5 part

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PENSION (#001)64%
  • PROFIT SHARING PLAN (#002)36%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PENSION (#001)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTEGRITY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$5.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTEGRITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRITY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLANTraditional DB$5.1M42025
002INTEGRITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN401(k)$2.8M52025
Retirement plans
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