Original filing (PDF)20251009160718NAL0011848048001

MONARCH INSURANCE AGENCY LLC D/B/A MONARCH INSURANCE PARTNERS

Name: MONARCH INSURANCE AGENCY LLC D/B/A MONARCH INSURANCE PARTNERS — MONARCH INSURANCE AGENCY LLC 401(K) PLAN, Form 5500 (2024)
Creator: MONARCH INSURANCE AGENCY LLC D/B/A MONARCH INSURANCE PARTNERS

Form 5500-SF

FILING_RECEIVED

MONARCH INSURANCE AGENCY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONARCH INSURANCE AGENCY LLC D/B/A MONARCH INSURANCE PARTNERS.

Plan sponsor

Name

MONARCH INSURANCE AGENCY LLC D/B/A MONARCH INSURANCE PARTNERS

EIN

84-4047475all filings

Address

3330 UNIVERSITY AVE STE 202 · MADISON, WI · 53705

Phone

(608) 620-0596

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator