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Original filing (PDF)20251014084659NAL0001136067001
JMG INSURANCE CORP.
Form 5500
FILING_RECEIVED
JOHN M. GLOVER AGENCY 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
232
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMG INSURANCE CORP..
Plan sponsor
Name
JMG INSURANCE CORP.
EIN
06-1387805
Address
P.O. BOX 700 · NORWALK, CT · 06852
Phone
(203) 956-2470
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
| AXA EQUITABLE LIFE INSURANCE COMPAN | 13-5570651 | — | SERVICE PROVIDER | $0 | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | — | SERVICE PROVIDER | $0 | — |
Investments
63 direct securities · 6 pooled funds· $56.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$35.4M
63 holdings
Pooled Separate Account
$21.1M
4 holdings
Common Collective Trust
$194K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.0M | 81.2% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $4.5M | 20.4% | |
| Vanguard LifeStrategy Growth Fund Inv " | — | — | — | $4.5M | 20.4% | |
| Vanguard 500 Index Fund Admiral " | — | — | — | $2.2M | 10.0% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.8M | 8.0% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $1.8M | 8.0% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $1.6M | 7.2% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $1.6M | 7.2% | |
| Voya Lifetime Inc Prt 2030 II Common Collective Trust | — | — | — | $1.4M | 6.2% | |
| AXA SEPARATE ACCOUNT 12-0001 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.8% | |
| American Funds The Growth Fund of America R6 " | — | — | — | $1.0M | 4.7% | |
| NATIONWIDE SEPARATE ACCOUNT 100 NATIONWIDE LIFE INSURANCE CO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.6% | |
| JPMorgan U.S. Equity Fund " | — | — | — | $807K | 3.6% | |
| Guaranteed Account - Voya " | — | — | — | $775K | 3.5% | |
| VARIABLE ANNUITY ACCOUNT 200 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $775K | 3.5% | |
| (Held at End of Year) JMG INSURANCE CORP EIN#06-1387805 Plan# 001 Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $766K | 3.5% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $766K | 3.5% | |
| Voya Lifetime Inc Prt 2015 II Common Collective Trust | — | — | — | $594K | 2.7% | |
| Voya Fixed Account Guaranteed investment contract | — | — | — | $553K | 2.5% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $538K | 2.4% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $538K | 2.4% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | — | — | — | $533K | 2.4% | |
| Vanguard LifeStrategy Moderate Growth Fund Inv " | — | — | — | $533K | 2.4% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $499K | 2.3% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $499K | 2.3% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $497K | 2.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $497K | 2.2% | |
| American Funds American Balanced Fund R6 " | — | — | — | $473K | 2.1% | |
| Voya Lifetime Inc Prt Inc II Common Collective Trust | — | — | — | $473K | 2.1% | |
| Voya Lifetime Inc Prt 2020 II Common Collective Trust | — | — | — | $378K | 1.7% | |
| Voya Lifetime Inc Prt 2035 II Common Collective Trust | — | — | — | $321K | 1.4% | |
| VY TRwPr Divr MdCp Gr Pt R6 Registered Investment Company | — | — | — | $318K | 1.4% | |
| VY T. Rowe Price Diversified Mid Cap Growth Port R6 " | — | — | — | $318K | 1.4% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $316K | 1.4% | |
| American Funds New Perspective Fund R6 " | — | — | — | $285K | 1.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $285K | 1.3% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $277K | 1.2% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $277K | 1.2% | |
| DFA US Large Cap Vl Port Ins Registered Investment Company | — | — | — | $273K | 1.2% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $180K | 0.8% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $180K | 0.8% | |
| American Funds EuroPacific Growth Fund R6 " | — | — | — | $168K | 0.8% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $161K | 0.7% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $161K | 0.7% | |
| Invesco Developing Markets Fund R6 " | — | — | — | $156K | 0.7% | |
| Inv Dev Mrkts Fd R6 Registered Investment Company | — | — | — | $156K | 0.7% | |
| Voya Lifetime Inc Prt 2025 II Common Collective Trust | — | — | — | $155K | 0.7% | |
| Invesco Global Fund R6 " | — | — | — | $130K | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $124K | 0.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $124K | 0.6% | |
| DFA U.S. Targeted Value Portfolio Inst Fund " | — | — | — | $107K | 0.5% | |
| VOYA LIFETIME INCOME 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 056 | Common Collective Trust | — | — | $107K | 0.5% | |
| PIMCO Total Return Fund Ins Registered Investment Company | — | — | — | $101K | 0.5% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $95K | 0.4% | |
| ClearBridge Small Cap Growth Fund " | — | — | — | $95K | 0.4% | |
| VOYA LIFETIME INCOME 2030 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 083 | Common Collective Trust | — | — | $87K | 0.4% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | — | — | — | $77K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Inv " | — | — | — | $77K | 0.3% | |
| PIMCO Real Return Fund " | — | — | — | $67K | 0.3% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $61K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company $417 Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $61K | 0.3% | |
| PIMCO High Yield Fund " | — | — | — | $54K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral " | — | — | — | $38K | 0.2% | |
| DFA Real Estate Securities Portfolio Instl Fund " | — | — | — | $27K | 0.1% | |
| Vangrd SmlCp Indx Fd Admiral Registered Investment Company | — | — | — | $13K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral " | — | — | — | $13K | <0.1% | |
| AB Global Bond Fund Z " | — | — | — | $8K | <0.1% | |
| Voya Government Money Market Fund A " | — | — | — | $6K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $6K | <0.1% |