Original filing (PDF)20250206143804NAL0005718547001

MUNICIPAL RISK MANAGEMENT, INC.

Name: MUNICIPAL RISK MANAGEMENT, INC. — MUNICIPAL RISK MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: MUNICIPAL RISK MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

MUNICIPAL RISK MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNICIPAL RISK MANAGEMENT, INC..

Plan sponsor

Name

MUNICIPAL RISK MANAGEMENT, INC.

EIN

25-1407783

Address

BLAYMORE II · 1603 CARMODY COURT, SUITE 403 · SEWICKLEY, PA · 15143

Phone

(724) 934-9797

Industry

Insurance Agencies & Brokerages· 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

2025-02-06

Pension benefit codes

1A · Pay-related DB formula

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 providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STEVEN H. HAASE

STEVEN H. HAASE MONEY PURCHASE PLAN

$5.2M · 2 participants

AFFILIATED AGENCY, INC.

AFFILIATED AGENCY, INC. 401(K) PLAN

$5.2M · 29 participants

TITLE SECURITY AGENCY OF ARIZONA

TITLE SECURITY AGENCY OF ARIZONA 401(K) PLAN

$5.2M · 24 participants

MAGII, INC.

MAGII, INC. 401K PLAN & TRUST

$5.2M · 12 participants

FITZGIBBONS ARNOLD & CO.

FITZGIBBONS ARNOLD & CO. 401(K) PLAN

$5.2M · 23 participants