Insurance Office Of America Inc. 401(k) Plan: Login, Facts & Contact Information

Insurance Office Of America Inc. 401(k) Plan Facts

Plan name
INSURANCE OFFICE OF AMERICA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INSURANCE OFFICE OF AMERICA, INC.
Participants
1,428 (1,227 active employees)
Former employees with a balance
211
Plan assets
$84,117,454 at Dec 31, 2024
Average account balance
$59,700 across 1,409 accounts
Employer contributions
$1,744,171 in plan year 2024 (14% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $12.3 million went into the plan in contributions, $1.74 million of it from the employer (14%).
  • $7.51 million was paid out to participants.
  • Investment and other income added $9.84 million.
  • Administrative expenses were $216,547, about $154 per account.

How the Insurance Office Of America Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,011$42.5 million$939,442$3.60 million
20201,169$52.2 million$1.24 million$3.31 million
20211,164$62.6 million$1.17 million$5.32 million
20221,265$55.4 million$1.41 million$4.68 million
20231,435$69.7 million$1.55 million$6.34 million
20241,428$84.1 million$1.74 million$7.51 million

Insurance Office Of America Inc. 401(k) Contact Information

Phone
407-788-3000
Mailing address
1855 WEST STATE ROAD 434, LONGWOOD FL 32750
Plan sponsor
INSURANCE OFFICE OF AMERICA, INC.
Employer identification number (EIN)
59-2472656
Plan number
001

Questions about the Insurance Office Of America Inc. 401(k)

Does Insurance Office Of America Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.74 million, 14% of all contributions.

Does the Insurance Office Of America Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Insurance Office Of America Inc 401(k) plan?

1,428 participants at the start of plan year 2024, 1,227 of them active employees, and 211 former employees who still had money in the plan.

What is the average 401(k) balance at Insurance Office Of America Inc?

About $59,700 per account: $84.1 million in plan assets across 1,409 accounts with a balance at the end of plan year 2024.

Who manages the Insurance Office Of America Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Insurance Office Of America Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 100 NAGOG PARK, ACTON, MA, 01720
Headquarter: 545 WASHINGTON BLVD, JERSEY CITY, NJ, 073101607
Headquarter: 1200 SMITH STREET, 36TH FLOOR, HOUSTON, TX, 77002
Headquarter: 1111 LOUISIANA ST, HOUSTON, TX, 770025230
Headquarter: 500 WOODWARD AVENUE, DETROIT, MI, 48226