M3 Insurance Solutions, Inc. 401(k) Plan: Login, Facts & Contact Information

M3 Insurance Solutions, Inc. 401(k) Plan Facts

Plan name
M3 RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
M3 INSURANCE SOLUTIONS, INC.
Participants
529 (468 active employees)
Former employees with a balance
115
Plan assets
$116,661,327 at Dec 31, 2024
Average account balance
$191,562 across 609 accounts
Employer contributions
$4,284,505 in plan year 2024 (41% of all contributions)
Recordkeeper
Voya Retirement Insurance & Annuity
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1977
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.3 million went into the plan in contributions, $4.28 million of it from the employer (41%).
  • $8.41 million was paid out to participants.
  • Investment and other income added $14.6 million.
  • Administrative expenses were $63,979, about $105 per account.

How the M3 Insurance Solutions, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019314$73.1 million$2.35 million$3.03 million
2020338$87.8 million$2.53 million$2.03 million
2021383$102.1 million$2.81 million$5.32 million
2022424$85.0 million$3.37 million$7.96 million
2023500$98.0 million$3.56 million$10.4 million
2024529$116.7 million$4.28 million$8.41 million

M3 Insurance Solutions, Inc. 401(k) Contact Information

Phone
608-288-2744
Mailing address
828 JOHN NOLEN DRIVE,, MADISON WI 53713
Plan sponsor
M3 INSURANCE SOLUTIONS, INC.
Employer identification number (EIN)
39-1141360
Plan number
001

Questions about the M3 Insurance Solutions, Inc. 401(k)

Does M3 Insurance Solutions, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.28 million, 41% of all contributions.

Does the M3 Insurance Solutions, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the M3 Insurance Solutions, Inc 401(k) plan?

529 participants at the start of plan year 2024, 468 of them active employees, and 115 former employees who still had money in the plan.

What is the average 401(k) balance at M3 Insurance Solutions, Inc?

About $191,562 per account: $116.7 million in plan assets across 609 accounts with a balance at the end of plan year 2024.

Who manages the M3 Insurance Solutions, Inc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at M3 Insurance Solutions, Inc. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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