How big is Morrissey Insurance Services, Inc.'s plan?

Morrissey Insurance Services, Inc.'s plan reported $7.5M in assets and 5 participants for 2024.

Original filing (PDF)20250627123237NAL0009799521001

Morrissey Insurance Services, Inc.

Name: Morrissey Insurance Services, Inc. — Morrissey, Form 5500 (2024)
Creator: Morrissey Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morrissey Insurance 401(k) Plan

401(k) retirement plan · Morrissey Insurance Services, Inc.'s Morrissey Insurance 401(k) Plan held $7.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Michael Morrissey signed Morrissey Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.

Michael Morrissey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morrissey Insurance Services, Inc.'s EIN is 88-0206198.

EIN 88-0206198

Plan number 001

Plan year 2024

ACK ID 20250627123237NAL0009799521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morrissey Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morrissey Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRISSEY INSURANCE SERVICES, INC..

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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.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MORRISSEY INSURANCE SERVICES, INC.

EIN

all filings

Address

11920 SOUTHERN HIGHLANDS PKWY · SUITE 201 · LAS VEGAS, NV · 89141

Phone

(702) 384-2221

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator