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MAROEVICH, OSHEA AND COGHLAN INSURANCE SERVICES — MAROEVICH, O'SHEA & COGHLAN INSURANCE, INC. 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241014143146NAL0027566961001
MAROEVICH, OSHEA AND COGHLAN INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
MAROEVICH, O'SHEA & COGHLAN INSURANCE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
122
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MAROEVICH, OSHEA AND COGHLAN INSURANCE SERVICES
.
Find decision makers
Plan sponsor
Name
MAROEVICH, OSHEA AND COGHLAN INSURANCE SERVICES
EIN
94-2632373
Address
101 MONTGOMERY STREET, SUITE 800 · SAN FRANCISCO, CA · 94104
Phone
(415) 957-0600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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