How big is Mathison Insurance Partners Inc.'s plan?

Mathison Insurance Partners Inc.'s plan reported $1.8M in assets and 11 participants for 2024.

Original filing (PDF)20250515111336NAL0013384883001

Mathison Insurance Partners Inc.

Name: Mathison Insurance Partners Inc. — Mathison Insuranc, Form 5500 (2024)
Creator: Mathison Insurance Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mathison Insurance Partners, Inc. 401(k) Plan

401(k) retirement plan · Mathison Insurance Partners Inc.'s Mathison Insurance Partners, Inc. 401(k) Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jennifer Mathison signed Mathison Insurance Partners Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Mathison — 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

Mathison Insurance Partners Inc.'s EIN is 26-3493307.

EIN 26-3493307

Plan number 001

Plan year 2024

ACK ID 20250515111336NAL0013384883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mathison Insurance Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mathison Insurance Partners Inc.'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 MATHISON INSURANCE PARTNERS INC.

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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