Original filing (PDF)20250428131137NAL0008049331001

MORTON BURDETTE INSURANCE GROUP, LLC

Name: MORTON BURDETTE INSURANCE GROUP, LLC — MORTON BURDETTE INSURANCE GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MORTON BURDETTE INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

MORTON BURDETTE INSURANCE GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTON BURDETTE INSURANCE GROUP, LLC.

Plan sponsor

Name

MORTON BURDETTE INSURANCE GROUP, LLC

EIN

83-2371441

Address

109 N CHURCH ST. · RIPLEY, WV · 25271

Phone

(304) 373-7283

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator