Defined Benefit (Pension) · DOL Form 5500 · 2024
Bob Milligan Insurance Agency,Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 5
- Participants Small participant base
Official DOL plan name: Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · Sponsored by Bob Milligan Insurance Agency,Inc. · Florida · Finance & Insurance
N/A in assets, 5 participants
Bob Milligan Insurance Agency,Inc.'s Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported N/A in total assets and 5 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan holds N/A for 5 participants.
- -$4M
- reported net income
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported net income fell from $614K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650801493 · Bob Milligan Insurance Agency,Inc. PY 2024 · Defined Benefit (Pension)
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · N/A · 5
- PART N/A
- TYPE 5
- NET PY 2024
- BOOK Defined Benefit (Pension)
- VS-ST near Alan Tajerstein Pension Plan
- BOY -$4M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$4M |
| Employer EIN | 650801493 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bob Milligan Insurance Agency,Inc.)
Sponsor-wide plan assets over time
All Bob Milligan Insurance Agency,Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | N/A |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Florida, the nearest Defined Benefit (Pension) by covered participants is Alan Tajerstein Pension Plan in NY (5 participants; this filing: 5 participants).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.