Back to filter
Original filing (PDF)20250731075547NAL0005710641001
NORBERT E. MITCHELL CO., INC.
Form 5500
FILING_RECEIVED
NORBERT E. MITCHELL GROUP HEALTH PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
130
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORBERT E. MITCHELL CO., INC..
Plan sponsor
Name
NORBERT E. MITCHELL CO., INC.
EIN
06-1173716
Address
PO BOX 186 · DANBURY, CT · 068130186
Phone
(203) 744-0600
Industry
Retail Tradesee all
Plan administrator
Name
UMR, INC
EIN
39-1995276
City
WAUSAU, WI
Phone
(866) 881-0800
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | 26-3237576 | — | BROKER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR INC | 39-1995276 | — | CLAIMS PROCESSING | $164K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using UMR INC
ABBOTT LABORATORIES
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN
$8.6B · 16,718 participants
WALMART INC.
WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN
$902.6M · 1,650,312 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
GROUP BENEFITS PROGRAM
$862.0M · 72,921 participants
TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES
$680.8M
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
$349.6M · 11,199 participants
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
ELECTRICAL WELFARE TRUST FUND
$300.4M · 11,969 participants
Similar-size Retail Trade plans
STEFFEY & FINDLAY, INC.
STEFFEY & FINDLAY, INC. PROFIT SHARING PLAN
$0
AMICALOLA PROPANE INC.
AMICALOLA PROPANE INC. GCF BENEFIT PLAN
$0
PLYMOUTH ROCK ENERGY LLC
PLYMOUTH ROCK ENERGY LLC 401K PROFIT SHARING PLAN & TRUST
$0
CAPITOL OIL COMPANY
CAPITOL OIL COMPANY 401(K) PROFIT SHARING PLAN
$0
E.T. LAWSON & SON, INC.
E.T. LAWSON & SON, INC. 401(K) PLAN
$0
TEAMBWT LLC
JEAN NAZZARO 401(K) PROFIT SHARING PLAN
$0 · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B