Original filing (PDF)20231229095140NAL0012688193001

M SHERMAN AND ASSOC INSURANCE LLC

Name: M SHERMAN AND ASSOC INSURANCE LLC — M SHERMAN AND ASSOC INSURANCE LLC MCF BENEFIT PLAN, Form 5500 (2022)
Creator: M SHERMAN AND ASSOC INSURANCE LLC

Form 5500-SF

FILING_RECEIVED

M SHERMAN AND ASSOC INSURANCE LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 M SHERMAN AND ASSOC INSURANCE LLC.

Plan sponsor

Name

M SHERMAN AND ASSOC INSURANCE LLC

EIN

56-2529632

Address

128 ENCHANTTED PKWY · MANCHESTER, MO · 63021

Phone

(636) 207-1095

Industry

Finance & Insurancesee all

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-29

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

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$0 · 41 participants