Original filing (PDF)20231229095236NAL0006634307001

MARISCHEN INSURANCE AGENCY LLC

Name: MARISCHEN INSURANCE AGENCY LLC — MARISCHEN INSURANCE AGENCY LLC MCF BENEFIT PLAN, Form 5500 (2022)
Creator: MARISCHEN INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

MARISCHEN INSURANCE AGENCY LLC MCF BENEFIT PLAN

Health & welfare plan

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARISCHEN INSURANCE AGENCY LLC.

Plan sponsor

Name

MARISCHEN INSURANCE AGENCY LLC

EIN

85-1378742

Address

1034 S BRENTWOOD BLVD · STE 505 · SAINT LOUIS, MO · 63117

Phone

(314) 942-1506

Industry

Finance & Insurancesee all

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-29

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

Related plans

Similar-size Finance & Insurance plans

RIVER CITY CLAIMS

RIVER CITY CLAIMS 401(K) PLAN

VALDEZ, DE LA O & ASSOCIATES, INC.

VALDEZ, DE LA O & ASSOCIATES, INC. PROFIT SHARING PLAN

BRIDGER INSURANCE SERVICES

BRIDGER 401(K) PLAN

MCSHEA ASSOCIATES, INC.

MCSHEA ASSOCIATES, INC 401(K) PLAN

JOCELYN PENSION CONSULTING, LLC

JOCELYN PENSION CONSULTING, LLC 401(K) PLAN