Menno Insurance Service Inc (Goshen)

Name: Menno Insurance Service Inc
Address: 1110 N Main St, Goshen, IN, 46528
Telephone: 574-533-9511

Menno Insurance Service Inc is a large advisory firm based in Goshen. It manages $500.56 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Menno Insurance Service provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Menno Insurance Service: assets under management

The assets under management (AUM) of Menno Insurance Service Inc is $500.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $500.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Menno Insurance Service Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Menno Insurance Service Inc

John Loren Burkey has been acting as President since 1 Dec 1993. Inc. Mma Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mennonite Mutual Aid	Shareholder	1 Apr 1960	75% - 100%	35-0919341
Inc. Mma	Shareholder	1 Apr 1960	75% - 100%	35-0919341
Delmar Kay King	Officer-assistant treasurer	1 Jun 1971	Other	2120075
Karl Sommers	Officer-secretary	1 Jul 1973	Other	4329735
Karl Clayton Sommers	Officer-secretary	1 Jul 1973	Other	4329735
Steven Lee Garboden	Officer-vice president	1 Oct 1976	Other	4329738
Donald Lee Schmidt	Director	1 Dec 1989	Other	4329765
Randall Jay Snyder	Director	1 Nov 1990	Other	1396612
Kathleen Sue Grieser	Director	1 Dec 1991	Other	4329760
Bruce Cullen Harder	Director	1 Dec 1991	Other	4329762
Henry Derstine Landes	Director	1 Dec 1991	Other	4329763
Howard Lee Brenneman	Officer-president	1 Jan 1992	Other	4329741
John Loren Burkey	Director	1 Dec 1993	Other	4329749
Kenneth Wayne Enns	Director	1 Dec 1993	Other	4329752
Marlo Jay Kauffman	Officer-assistant secretary	1 May 1994	Other	2432286
Dale Ellis Shenk	Officer-assistant treasurer	1 May 1994	Other	4329734
Richard Allen Friesen	Director	1 Dec 1994	Other	4329758
Carol Joan Suter	Director	1 Nov 1995	Other	4329767
Roger Allyn Nafziger	Officer-assistant secretary	1 Dec 1995	Other	1414257
David Scott Faber	Director	1 Dec 1995	Other	4329756
Richard Dale Reimer	Director	1 Dec 1996	Other	4329764
Gene Edward Yoder	Director	1 Dec 1996	Other	4329770
Sidney Alan Richard	Officer-assistant vice president	1 Aug 1997	Other	4329740
Arlan Ray Yoder	Director	1 Nov 1997	Other	4329769
Carol L Duerksen	Director	1 Dec 1997	Other	4329750
Natalie Andrea Francisco	Director	1 Dec 1999	Other	4329757
Brad Barry Gabel	Director	1 Dec 1999	Other	4329759
Philip Ray Zimmerman	Officer-assistant secretary	1 Jan 2000	Other	4329742
Melvin Louis Claassen	Cfo	1 Feb 2000	Other	4578844
John Lynn Liechty	Officer-treasurer	1 May 2000	Other	2413363
Lavern Jay Yutzy	Director	1 Dec 2000	Other	4340733
Melvin Louis Claassen	Cfo	1 Feb 2002	Other	4578844
David Jon Von Gunten	Director	1 Aug 2002	Other	4573123
Andrew Eversole	Director	1 Feb 2003	Other	4666735
Philip Keefer	Director	1 Feb 2003	Other	4666736
Patricia Ann Swartzendruber	Director	1 Jan 2005	Other	5043504
Steven Lee Garboden	Interim president	1 Nov 2005	Other	4329738
Paul K Quiring	Director	1 Jan 2006	Other	5115260
Stephen Lane	Director	1 Oct 2006	Other	5246639
Steven Lee Garboden	Vice president	1 Jan 2007	Other	4329738
Larry D Miller	President	1 Jan 2007	Other	5287852
George F Merryman	Asst treas	1 Jan 2007	Other	5287858
Jennifer Lee Landis	Director	1 Jan 2008	Other	5514744
Larry Wayne Nikkel	Director	1 Jan 2008	Other	5514750
Delmar Duane Oswald	Director	1 Jan 2008	Other	5514752
Melvin Louis Claassen	Treas/chief financial officer	1 Jun 2008	Other	4578844
Jaime Eduardo Alvarez	Secretary	1 Jun 2008	Other	5186976
Rodney D Diller	Vice president	1 Jun 2008	Other	3237186
David C. Gautsche	Assistant vice president	1 Jun 2008	Other	4262667
Steven Lee Garboden	Assistant treasurer	1 Jun 2008	Other	4329738
Inc. Mma Holdings	Owner	1 Dec 2008	75% - 100%	26-3734671

Based in Goshen

The principal office where Menno Insurance Service Inc performs its advisory services is located at 1110 N Main St, Goshen, IN 46528 The mailing address of the firm is P.O. Box 483, Goshen, IN 46527. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 574-533-9511 or by fax 574-533-5264. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.mma-online.org.