Original filing (PDF)20250821111828NAL0007157744001

MITCHELL INSURANCE, INC.

Name: MITCHELL INSURANCE, INC. — MITCHELL INSURANCE, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MITCHELL INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

MITCHELL INSURANCE, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 MITCHELL INSURANCE, INC..

Plan sponsor

Name

MITCHELL INSURANCE, INC.

EIN

43-0916181

Address

P.O. BOX 10 · SIKESTON, MO · 63801

Phone

(573) 471-0538

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-21

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

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