What public Form 5500 filings show about the Cline Insurance Brokerage LLC 401(k) plan — and how to find and check your own account.
Cline Insurance Brokerage LLC (EIN 82-3311621) reports CLINE INSURANCE BROKERAGE LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $87K in plan assets across 4 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 Cline Insurance Brokerage LLC filing — schedules, fees, and providers.
Cline Insurance Brokerage LLC’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 Cline Insurance Brokerage LLCHR for the recordkeeper’s name and login.
