What public Form 5500 filings show about the Bailey Place Insurance Agency, Inc. DBA Bailey Place Insurance 401(k) plan — and how to find and check your own account.
Bailey Place Insurance Agency, Inc. DBA Bailey Place Insurance (EIN 16-0950867) reports BAILEY PLACE INSURANCE AGENCY, INC. RETIREMENT PLAN on its most recent Form 5500, with $4.8M in plan assets across 29 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bailey Place Insurance Agency, Inc. DBA Bailey Place Insurance filing — schedules, fees, and providers.
Bailey Place Insurance Agency, Inc. DBA Bailey Place Insurance’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bailey Place Insurance Agency, Inc. DBA Bailey Place InsuranceHR for the recordkeeper’s name and login.
