Original filing (PDF)20260330105708NAL0005349779001

John McGee Insurance and Financial Services, LLC

Name: John McGee Insurance and Financial Services, LLC — Form 5500 Plan 501 (2024)
Creator: John McGee Insurance and Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John McGee Insurance and Financial Services, LLC Chamber Benefit Arrangement Plan

Health & welfare plan · John McGee Insurance and Financial Services, LLC's John McGee Insurance and Financial Services, LLC Chamber Benefit Arrangement Plan held $842 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$842

Net assets (EOY)

$235

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 JOHN MCGEE INSURANCE AND FINANCIAL SERVICES, LLC.

Plan sponsor

Name

JOHN MCGEE INSURANCE AND FINANCIAL SERVICES, LLC

DBA

STATE FARM

EIN

47-3748611all filings

Address

209 S BROADWAY ST · MEDINA, OH · 44256

Phone

(330) 952-2224

Industry