Original filing (PDF)20250728180709NAL0002430049001

MORNINGSTAR INSURANCE BROKERS

Name: MORNINGSTAR INSURANCE BROKERS — MORNINGSTAR INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MORNINGSTAR INSURANCE BROKERS

Form 5500-SF

FILING_RECEIVED

MORNINGSTAR INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

MORNINGSTAR INSURANCE BROKERS

EIN

95-4634066all filings

Address

138 E HUNTINGTON DR · ARCADIA, CA · 910063211

Phone

(626) 294-2323

Industry