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Original filing (PDF)20241226105908NAL0024817394001
JMG INSURANCE CORP
Form 5500
FILING_RECEIVED
JMG INSURANCE CORP
Health & welfare plan
Signals · 3
Late filing · 1.3 moNo auditor on fileNo recordkeeper disclosed
Active participants
189
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
73
/ 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
55
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 1.3 months past the 10.5-month grace window.
- 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 JMG INSURANCE CORP.
Plan sponsor
Name
JMG INSURANCE CORP
DBA
JMG INSURANCE CORP
EIN
06-1387805
Address
29 HAVILAND ST · NORWALK, CT · 068543056
Phone
(203) 721-8515
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
SUE ELLEN MARTINO
EIN
06-1387805
City
NORWALK, CT
Phone
(203) 721-8515
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-26
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
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