How big is Medallion Insurance Services, LLC's plan?

Medallion Insurance Services, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260515141157NAL0018593442001

Medallion Insurance Services, LLC

Name: Medallion Insurance Services, LLC — Medallion, Form 5500 (2025)
Creator: Medallion Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medallion Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Medallion Insurance Services, LLC's Medallion Insurance Services, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Joe Minervini signed Medallion Insurance Services, LLC's 2025 Form 5500 as plan administrator.

Joe Minervini — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Medallion Insurance Services, LLC's EIN is 06-1726939.

EIN 06-1726939

Plan number 001

Plan year 2025

ACK ID 20260515141157NAL0018593442001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Medallion Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Medallion Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDALLION INSURANCE SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score