What public Form 5500 filings show about the Bankers Financial Corporation 401(k) plan — and how to find and check your own account.
Bankers Financial Corporation (EIN 59-2318812) reports ASSOCIATES' SAVINGS PLAN on its most recent Form 5500, with $50.4M in plan assets across 413 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 Bankers Financial Corporation filing — schedules, fees, and providers.
Bankers Financial Corporation’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 Bankers Financial CorporationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERITAS LIFE INSURANCE, BKS FINANCIAL INVESTMENTS, CHARLES SCHWAB BANK, CBIZ CPAS P C.
