Original filing (PDF)20250623115110NAL0009137152001

RINEHART INSURANCE COMPANY

Name: RINEHART INSURANCE COMPANY — RINEHART WALTERS DANNER & ASSOC., INC. 401(K), Form 5500 (2024)
Creator: RINEHART INSURANCE COMPANY

Form 5500-SF

FILING_RECEIVED

RINEHART WALTERS DANNER & ASSOC., INC. 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 RINEHART INSURANCE COMPANY.

Plan sponsor

Name

RINEHART INSURANCE COMPANY

EIN

34-1326089

Address

P O BOX 487 · MANSFIELD, OH · 44901

Phone

(419) 522-9892

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

2025-06-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BERNARD C. MORRISSEY INSURANCE,

BERNARD C. MORRISSEY INSURANCE, INC. 401(K) PLAN

$2.5M · 13 participants

ROKSTONE CONSTRUCTION RISK UNDER

ROKSTONE CONSTRUCTION RISK UNDERWRITES 401(K) PLAN

$2.5M · 50 participants

CMS INSURANCE AGENCY, IN

CMS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

$2.5M · 10 participants

COOK, DISHAROON & GREATHOUSE, INC.

CD & G 401(K) PLAN

$2.5M · 25 participants

JIMMY TOM

JIMMY TOM AGE-WEIGHTED PROFIT SHARING PLAN