Civic Intelligence

CLAIMS & RISK MANAGEMENT SERVICES, LLC

Plan context: CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN

EIN 46-1521462 • Miami, FL • 17 filings • 2 plans

11440 N. Kendall Dr. #300Miami, FL 33176
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,475,094

2025 Contributions

$617,211

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,121,590$2,560,795$0201720212025YearValue
$3,475,094Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

24120201720212025YearValue
16Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025116$3,475,094$0-
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-16$3,475,094$0-
2024220$5,121,590$617,211$30,861iApproximate average salary by contribution assumption: employee only about $771,514 at 4% or $514,343 at 6%; with 50% employer match about $514,343 at 4% or $342,895 at 6%; with 100% employer match about $385,757 at 4% or $257,171 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-17$3,236,843$350,000$20,588iApproximate average salary by contribution assumption: employee only about $514,706 at 4% or $343,137 at 6%; with 50% employer match about $343,137 at 4% or $228,758 at 6%; with 100% employer match about $257,353 at 4% or $171,569 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-20$1,884,747$267,211$13,361iApproximate average salary by contribution assumption: employee only about $334,014 at 4% or $222,676 at 6%; with 50% employer match about $222,676 at 4% or $148,451 at 6%; with 100% employer match about $167,007 at 4% or $111,338 at 6%.
2023219$4,088,713$545,823$28,728iApproximate average salary by contribution assumption: employee only about $718,188 at 4% or $478,792 at 6%; with 50% employer match about $478,792 at 4% or $319,195 at 6%; with 100% employer match about $359,094 at 4% or $239,396 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-17$2,558,299$300,000$17,647iApproximate average salary by contribution assumption: employee only about $441,176 at 4% or $294,118 at 6%; with 50% employer match about $294,118 at 4% or $196,078 at 6%; with 100% employer match about $220,588 at 4% or $147,059 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-19$1,530,414$245,823$12,938iApproximate average salary by contribution assumption: employee only about $323,451 at 4% or $215,634 at 6%; with 50% employer match about $215,634 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
2022219$3,184,102$545,363$28,703iApproximate average salary by contribution assumption: employee only about $717,583 at 4% or $478,389 at 6%; with 50% employer match about $478,389 at 4% or $318,926 at 6%; with 100% employer match about $358,791 at 4% or $239,194 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-17$2,114,666$300,000$17,647iApproximate average salary by contribution assumption: employee only about $441,176 at 4% or $294,118 at 6%; with 50% employer match about $294,118 at 4% or $196,078 at 6%; with 100% employer match about $220,588 at 4% or $147,059 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-19$1,069,436$245,363$12,914iApproximate average salary by contribution assumption: employee only about $322,846 at 4% or $215,231 at 6%; with 50% employer match about $215,231 at 4% or $143,487 at 6%; with 100% employer match about $161,423 at 4% or $107,615 at 6%.
2021224$3,033,549$491,456$20,477iApproximate average salary by contribution assumption: employee only about $511,933 at 4% or $341,289 at 6%; with 50% employer match about $341,289 at 4% or $227,526 at 6%; with 100% employer match about $255,967 at 4% or $170,644 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-18$1,982,107$200,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-24$1,051,442$291,456$12,144iApproximate average salary by contribution assumption: employee only about $303,600 at 4% or $202,400 at 6%; with 50% employer match about $202,400 at 4% or $134,933 at 6%; with 100% employer match about $151,800 at 4% or $101,200 at 6%.
2020217$2,237,789$422,561$24,857iApproximate average salary by contribution assumption: employee only about $621,413 at 4% or $414,275 at 6%; with 50% employer match about $414,275 at 4% or $276,184 at 6%; with 100% employer match about $310,707 at 4% or $207,138 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-16$1,567,524$300,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-17$670,265$122,561$7,209iApproximate average salary by contribution assumption: employee only about $180,237 at 4% or $120,158 at 6%; with 50% employer match about $120,158 at 4% or $80,105 at 6%; with 100% employer match about $90,118 at 4% or $60,079 at 6%.
2019217$1,587,014$518,855$30,521iApproximate average salary by contribution assumption: employee only about $763,022 at 4% or $508,681 at 6%; with 50% employer match about $508,681 at 4% or $339,121 at 6%; with 100% employer match about $381,511 at 4% or $254,341 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-15$1,145,186$350,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-17$441,828$168,855$9,933iApproximate average salary by contribution assumption: employee only about $248,316 at 4% or $165,544 at 6%; with 50% employer match about $165,544 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%.
2018217$954,868$687,643$40,450iApproximate average salary by contribution assumption: employee only about $1,011,240 at 4% or $674,160 at 6%; with 50% employer match about $674,160 at 4% or $449,440 at 6%; with 100% employer match about $505,620 at 4% or $337,080 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-17$742,086$450,000$26,471iApproximate average salary by contribution assumption: employee only about $661,765 at 4% or $441,176 at 6%; with 50% employer match about $441,176 at 4% or $294,118 at 6%; with 100% employer match about $330,882 at 4% or $220,588 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-15$212,782$237,643$15,843iApproximate average salary by contribution assumption: employee only about $396,072 at 4% or $264,048 at 6%; with 50% employer match about $264,048 at 4% or $176,032 at 6%; with 100% employer match about $198,036 at 4% or $132,024 at 6%.
2017215$310,000$310,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES CASH BALANCE PLAN-15$310,000$310,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
CLAIMS AND RISK MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN-0$0$0-