Original filing (PDF)20250210160053NAL0032101232001

BOB MILLIGAN INSURANCE AGENCY,INC.

Name: BOB MILLIGAN INSURANCE AGENCY,INC. — BOB MILLIGAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOB MILLIGAN INSURANCE AGENCY,INC.

Form 5500-SF

FILING_RECEIVED

BOB MILLIGAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 BOB MILLIGAN INSURANCE AGENCY,INC..

Plan sponsor

Name

BOB MILLIGAN INSURANCE AGENCY,INC.

EIN

65-0801493

Address

11098 BISCAYNE BOULEVARD · SUITE 102 · MIAMI, FL · 33161

Phone

(305) 899-9424

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator