Original filing (PDF)20240411191408NAL0001785968001

TKG INSURANCE & FINANCIAL SERVICES LLC

Name: TKG INSURANCE & FINANCIAL SERVICES LLC — TKG INSURANCE & FINANCIAL SERVICES LLC MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2022)
Creator: TKG INSURANCE & FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

TKG INSURANCE & FINANCIAL SERVICES LLC MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 2.9 mo

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TKG INSURANCE & FINANCIAL SERVICES LLC.

Plan sponsor

Name

TKG INSURANCE & FINANCIAL SERVICES LLC

EIN

82-4760474

Address

2850 E BELTLINE AVE NE · GRAND RAPIDS, MI · 495259704

Phone

(616) 667-0300

Industry

Finance & Insurancesee all

Plan administrator

Name

RECEIVERSHIP MANAGEMENT, INC.

EIN

20-0200514

City

MADISON, TN

Phone

(615) 370-0051

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-03-01

Tax period

2023-02-28

Filed

2024-04-11

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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