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  5. Mathison Insurance Partners Inc

Mathison Insurance Partners Inc

Company Details

Name: Mathison Insurance Partners Inc
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 25 Sep 2008 (16 years ago)
Business ID: 938869
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 574 Highland Colony Parkway Suite 330Ridgeland, MS 39157

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2023 263493307 2024-05-01 MATHISON INSURANCE PARTNERS INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2024-05-01
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2022 263493307 2023-05-01 MATHISON INSURANCE PARTNERS INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2021 263493307 2022-04-21 MATHISON INSURANCE PARTNERS INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2022-04-21
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2020 263493307 2021-05-03 MATHISON INSURANCE PARTNERS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2021-05-03
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2019 263493307 2020-05-26 MATHISON INSURANCE PARTNERS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2020-05-26
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2018 263493307 2019-04-03 MATHISON INSURANCE PARTNERS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2019-04-03
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-03
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2017 263493307 2018-04-09 MATHISON INSURANCE PARTNERS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2018-04-09
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-09
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2016 263493307 2017-05-12 MATHISON INSURANCE PARTNERS INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2017-05-12
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-12
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2015 263493307 2016-07-06 MATHISON INSURANCE PARTNERS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6014876145
Plan sponsor’s address 574 HIGHLAND COLONY PARKWAY, #330, RIDGELAND, MS, 391576073

Signature of
Role Plan administrator
Date 2016-07-06
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-06
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN 2014 263493307 2015-04-09 MATHISON INSURANCE PARTNERS INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524140
Sponsor’s telephone number 6014876145
Plan sponsor’s address 1817 CRANE RIDGE DR, JACKSON, MS, 392164902

Signature of
Role Plan administrator
Date 2015-04-09
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-09
Name of individual signing JENNIFER MATHISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/04/16/20140416085014P040346700913001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524140
Sponsor’s telephone number 6014876145
Plan sponsor’s address 1817 CRANE RIDGE DR, JACKSON, MS, 392164902

Signature of
Role Plan administrator
Date 2014-04-16
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-16
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/16/20130716154151P040039782551001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524140
Sponsor’s telephone number 6014876145
Plan sponsor’s address 1817 CRANE RIDGE DR, JACKSON, MS, 392164902

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-16
Name of individual signing CHRIS MATHISON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Mathison, Chris Agent 574 Highland Colony Parkway Suite 330, Ridgeland, MS 39157

Incorporator

Name Role Address
Chris Mathison Incorporator PO Box 4448, Jackson, MS 39296

Director

Name Role Address
Chris Mathison Director 574 Highland Colony Parkway Suite 330, Ridgeland, MS 39157

President

Name Role Address
Chris Mathison President 574 Highland Colony Parkway Suite 330, Ridgeland, MS 39157

Secretary

Name Role Address
Chris Mathison Secretary 574 Highland Colony Parkway Suite 330, Ridgeland, MS 39157

Vice President

Name Role Address
Joe Ulmer Vice President 574 Highland Colony Parkway, Suite 330, Ridgeland, MS 39157

Filings

Type Status Filed Date Description
Annual Report Filed 2024-01-19 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2023-01-05 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2022-01-21 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2021-02-04 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2020-02-12 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2019-03-21 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2018-03-08 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2017-02-27 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2016-02-04 Annual Report For Mathison Insurance Partners Inc
Annual Report Filed 2015-04-03 Annual Report For Mathison Insurance Partners Inc

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Mississippi Secretary of State

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