Back to filter
Original filing (PDF)20250522111542NAL0002611521001
MIDWEST INSURANCE BROKERAGE LTD.
Form 5500-SF
FILING_RECEIVED
MIB LTD 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 MIDWEST INSURANCE BROKERAGE LTD..
Plan sponsor
Name
MIDWEST INSURANCE BROKERAGE LTD.
EIN
20-5152826
Address
5733 W. PACKARD STREET · APPLETON, WI · 54913
Phone
(920) 731-2100
Industry
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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
TORQUE GROUP, LLC
TORQUE GROUP, LLC 401(K) PLAN
$1.4M · 12 participants
XEOHEALTH CORPORATION
XEOHEALTH 401K PLAN
$1.4M · 9 participants
INTEGRATED CLAIM SOLUTIONS, INC.
INTEGRATED CLAIM SOLUTIONS, INC. RETIREMENT SAVINGS PLAN
$1.5M · 6 participants
HOLMAN PROFESSIONAL COUNSELING CENTERS
HOLMAN PROFESSIONAL COUNSELING 401K PLAN
$1.5M · 146 participants
RISARC CONSULTING
RISARC CONSULTING 401(K) PROFIT SHARING PLAN
$1.4M · 31 participants
M.S.G. CONSULTING, INC.
M.S.G. CONSULTING, INC. EMPLOYEE PROFIT SHARING PLAN
$1.5M
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B