Original filing (PDF)20250127081500NAL0007071811001

BRENNAN INSURANCE AGENCY, INC.

Name: BRENNAN INSURANCE AGENCY, INC. — BRENNAN INSURANCE AGENCY, INC. EMPLOYEES' PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BRENNAN INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BRENNAN INSURANCE AGENCY, INC. EMPLOYEES' PROFIT-SHARING PLAN AND TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRENNAN INSURANCE AGENCY, INC..

Plan sponsor

Name

BRENNAN INSURANCE AGENCY, INC.

EIN