INSURANCE OFFICE OF AMERICA, INC. 401(k) Plan
What public Form 5500 filings show about the INSURANCE OFFICE OF AMERICA, INC. 401(k) plan — and how to find and check your own account.
The INSURANCE OFFICE OF AMERICA, INC. 401(k) on its latest Form 5500
INSURANCE OFFICE OF AMERICA, INC. (EIN 59-2472656) reports INSURANCE OFFICE OF AMERICA 401(K) PLAN on its most recent Form 5500, with $84.1M in plan assets across 1,227 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 INSURANCE OFFICE OF AMERICA, INC. filing — schedules, fees, and providers.
Who runs the INSURANCE OFFICE OF AMERICA, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your INSURANCE OFFICE OF AMERICA, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L.
How to check your INSURANCE OFFICE OF AMERICA, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask INSURANCE OFFICE OF AMERICA, 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).