CONNIE PHILLIPS INSURANCE, INC. 401(k) Plan
What public Form 5500 filings show about the CONNIE PHILLIPS INSURANCE, INC. 401(k) plan — and how to find and check your own account.
The CONNIE PHILLIPS INSURANCE, INC. 401(k) on its latest Form 5500
CONNIE PHILLIPS INSURANCE, INC. (EIN 52-1659153) reports CONNIE PHILLIPS INSURANCE, INC. 401(K) PLAN on its most recent Form 5500, with $33K in plan assets across 10 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 CONNIE PHILLIPS INSURANCE, INC. filing — schedules, fees, and providers.
Who runs the CONNIE PHILLIPS INSURANCE, INC. 401(k)?
CONNIE PHILLIPS INSURANCE, INC.’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 CONNIE PHILLIPS INSURANCE, INC.HR for the recordkeeper’s name and login.
How to check your CONNIE PHILLIPS INSURANCE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CONNIE PHILLIPS INSURANCE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).