How big is BMB Insurance Agency, LLC's plan?

BMB Insurance Agency, LLC's plan reported $461K in assets and 1 participants for 2025.

Original filing (PDF)20260425112912NAL0010830064001

BMB Insurance Agency, LLC

Name: BMB Insurance Agency, LLC — BMB Insurance 401(k), Form 5500 (2025)
Creator: BMB Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMB Insurance 401(k) Plan

401(k) retirement plan · BMB Insurance Agency, LLC's BMB Insurance 401(k) Plan held $461K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Bradley M. Barnum signed BMB Insurance Agency, LLC's 2025 Form 5500 as plan administrator.

Bradley M. Barnum — 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

BMB Insurance Agency, LLC's EIN is 30-0546799.

EIN 30-0546799

Plan number 001

Plan year 2025

ACK ID 20260425112912NAL0010830064001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BMB Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BMB Insurance Agency, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BMB INSURANCE AGENCY, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BMB INSURANCE AGENCY, LLC

EIN

all filings

Address

22863 BLACKBIRD AVENUE · MATTAWAN, MI · 49071

Phone

(269) 377-4731

Industry

Finance & Insurance

Plan administrator