HEATON BENNETT INSURANCE PARTNERS LP 401(k) Plan
What public Form 5500 filings show about the HEATON BENNETT INSURANCE PARTNERS LP 401(k) plan — and how to find and check your own account.
The HEATON BENNETT INSURANCE PARTNERS LP 401(k) on its latest Form 5500
HEATON BENNETT INSURANCE PARTNERS LP (EIN 20-1559881) reports HBI 401(K) PLAN on its most recent Form 5500, with $214K in plan assets across 21 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 HEATON BENNETT INSURANCE PARTNERS LP filing — schedules, fees, and providers.
Who runs the HEATON BENNETT INSURANCE PARTNERS LP 401(k)?
HEATON BENNETT INSURANCE PARTNERS LP’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 HEATON BENNETT INSURANCE PARTNERS LPHR for the recordkeeper’s name and login.
How to check your HEATON BENNETT INSURANCE PARTNERS LP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HEATON BENNETT INSURANCE PARTNERS LP 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).