Original filing (PDF)20251002081708NAL0000147491001

The Murray Eight Agency, Inc. DBA Sovereign Insurance Group

Name: The Murray Eight Agency, Inc. DBA Sovereign Insurance Group — Form 5500 Plan 002 (2024)
Creator: The Murray Eight Agency, Inc. DBA Sovereign Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Murray Eight Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Murray Eight Agency, Inc. DBA Sovereign Insurance Group's The Murray Eight Agency, Inc. 401(k) Profit Sharing Plan held $5.5M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

The Murray Eight Agency, Inc. DBA Sovereign Insurance Group's EIN is 23-1566715.

EIN 23-1566715

Plan number 002

Plan year 2024

ACK ID 20251002081708NAL0000147491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Murray Eight Agency, Inc. DBA Sovereign Insurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Murray Eight Agency, Inc. DBA Sovereign Insurance Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MURRAY EIGHT AGENCY, INC. DBA SOVEREIGN INSURANCE GROUP.

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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