Original filing (PDF)20230615101405NAL0038504017001

CORY Mahaffey Agency

Name: CORY Mahaffey Agency — Form 5500 (2022)
Creator: CORY Mahaffey Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Health & welfare plan · CORY Mahaffey Agency filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

CORY Mahaffey Agency's EIN is 47-4426109.

EIN 47-4426109

Plan number 501

Plan year 2022

ACK ID 20230615101405NAL0038504017001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CORY Mahaffey Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CORY Mahaffey Agency's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

CORY MAHAFFEY AGENCY

EIN

all filings

Address

200 SW MARKET STREET, SUITE 1600 · PORTLAND, OR · 97201

Phone

(503) 223-7335

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-15

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

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