Original filing (PDF)20250827114953NAL0009531073001

MAGELLAN FINANCIAL & INSURANCE SERVICES, INC.

Name: MAGELLAN FINANCIAL & INSURANCE SERVICES, INC. — MAGELLAN FINANCIAL & INSURANCE SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: MAGELLAN FINANCIAL & INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

MAGELLAN FINANCIAL & INSURANCE SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

152

Accounts w/ balance

126

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGELLAN FINANCIAL & INSURANCE SERVICES, INC..

Plan sponsor

Name

MAGELLAN FINANCIAL & INSURANCE SERVICES, INC.

EIN

68-0500011

Address

1315 SW ARROWHEAD ROAD · TOPEKA, KS · 66604

Phone

(866) 779-3553

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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