Original filing (PDF)20231009121712NAL0017737475001

MURRAY, DEVINE & CO., INC.

Name: MURRAY, DEVINE & CO., INC. — MURRAY, DEVINE & CO., INC. EMPLOYEE BENEFIT PLAN, Form 5500 (2022)
Creator: MURRAY, DEVINE & CO., INC.

Form 5500

FILING_RECEIVED

MURRAY, DEVINE & CO., INC. EMPLOYEE BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 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

Total plan cost

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 MURRAY, DEVINE & CO., INC..

Plan sponsor

Name

MURRAY, DEVINE & CO., INC.

EIN

23-2565807

Address

1650 ARCH STREET · SUITE 2700 · PHILADELPHIA, PA · 19103

Phone

(215) 977-8700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-09

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
DIGITAL INSURANCE, LLC	—	KING OF PRUSSIA, PA	BROKER	$14K	—
THE BENECON GROUP	23-1315351	—	BROKER	$7K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERITAIN HEALTH	16-1264154	—	ADMIN	$14K	—
CONNECTCARE 3	26-1768616	—	PATIENT ADVOCATE	$1K	—

Investments

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.