Sponsor portfolio
J MICHAEL RONEY INSURANCE SERVICES INC
EIN 95-3623227Latest filing 2025
Plans
2
Retirement
1
$991K assets
Welfare
1
Participants
4
1001 DOVE STREET STE 108 - NEWPORT BEACH, CA 92660626-841-9966
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$991K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | J MICHAEL RONEY INSURANCE SERVICES INC DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $991K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans