Original filing (PDF)20250616164836NAL0001843488001

BROKERS EDGE ANNUITY & LIFE MARKETING, INC.

Name: BROKERS EDGE ANNUITY & LIFE MARKETING, INC. — GPAM 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BROKERS EDGE ANNUITY & LIFE MARKETING, INC.

Form 5500-SF

FILING_RECEIVED

GPAM 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 BROKERS EDGE ANNUITY & LIFE MARKETING, INC..

Plan sponsor

Name

BROKERS EDGE ANNUITY & LIFE MARKETING, INC.

EIN

46-0491231

Address

10901 W 84TH TER STE 125 · LENEXA, KS · 66214

Phone

(913) 492-9994

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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

EDMONDS INSURANCE SERVICES, INC.

EDMONDS INSURANCE SERVICES, INC.401(K) PROFIT SHARING PLAN

$4.6M · 5 participants

INTERNATIONAL PLANNING ALLIANCE, LLC

INTERNATIONAL PLANNING ALLIANCE, LLC 401(K) PLAN

$4.6M · 40 participants

GLOBAL INSURANCE SOLUTIONS GROUP, INC

GLOBAL INSURANCE SOLUTIONS GROUP, INC. 401(K) PROFIT SHARING PLAN

$4.6M · 9 participants

DUNCAN MACKELLAR INSURANCE AGENCY, INC.

DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUST

$4.6M · 4 participants