Original filing (PDF)20250307110821NAL0011632369001

INDEPENDENT INSURANCE AGENTS OF WISCONSIN

Name: INDEPENDENT INSURANCE AGENTS OF WISCONSIN — INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN, Form 5500 (2023)
Creator: INDEPENDENT INSURANCE AGENTS OF WISCONSIN

Form 5500-SF

FILING_RECEIVED

INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT INSURANCE AGENTS OF WISCONSIN.

Plan sponsor

Name

INDEPENDENT INSURANCE AGENTS OF WISCONSIN

EIN

39-0711474all filings

Address

725 JOHN NOLEN DRIVE · MADISON, WI · 53713

Phone

(608) 256-4429

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator