· 2022–2024 · DOL EFAST2

ERIC NORRIS INSURANCE AGENCY INC — ERIC NORRIS INSURANCE AGENCY INC MCF BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20250929134943NAL0026925090001

ERIC NORRIS INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

ERIC NORRIS INSURANCE AGENCY INC MCF BENEFIT PLAN

Health & welfare plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$327

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC NORRIS INSURANCE AGENCY INC.

Plan sponsor

Name

ERIC NORRIS INSURANCE AGENCY INC

EIN

46-1682886all filings

Address

437 W COLER STREET · NEOSHO, MO · 64850

Phone

(417) 451-6666

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MARTIN INSURANCE AND FINANCIAL SERVICES INC

MARTIN INSURANCE AND FINANCIAL SERVICES 401(K) PLAN

$1K · 3 participants

TODD DELEONARDIS AGENCY, LLC

TODD DELEONARDIS AGENCY 401(K) PLAN

FIEST FINANCIAL, LLC

FIEST FINANCIAL, LLC CBWV BENEFIT PLAN

$1K · 2 participants

THE HOCKENSMITH AGENCY INC

THE HOCKENSMITH AGENCY INC CBS BENEFIT PLAN

$1K · 2 participants

ANDREW BLEVINS STATE FARM

ANDREW BLEVINS AGENCY 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.