Original filing (PDF)20251229104835NAL0009713155001

MILLENNIUM BROKERS

Name: MILLENNIUM BROKERS — MILLENNIUM BROKERS MCF BENEFIT PLAN, Form 5500 (2024)
Creator: MILLENNIUM BROKERS

Form 5500-SF

FILING_RECEIVED

MILLENNIUM BROKERS MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLENNIUM BROKERS.

Plan sponsor

Name

MILLENNIUM BROKERS

EIN

87-1088410

Address

2100 S BRENTWOOD BLVD · STE 6 · SPRINGFIELD, MO · 65804

Phone

(417) 773-7822

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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

ALL SERVICE INS. AGENCY

ALL SERVICE INS. AGENCY MCF BENEFIT PLAN

$4K · 7 participants

EIG CLAIMS SERVICE, INC.

EIG CLAIMS SERVICE, INC. 401(K) PLAN

$3K

HALEY ROBERTS AGENCY

HALEY ROBERTS AGENCY GCF BENEFIT PLAN

$4K · 2 participants

HOME MUTUAL INSURANCE COMPANY

HOME MUTUAL INS CO EMPLOYEE GROUP HEALTH PLAN

$3K · 3 participants

PREMIER LAB BILLING INC.

PREMIER SCREENING LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.