What public Form 5500 filings show about the Insurance Professionals Group, Inc. DBA 401(k) plan — and how to find and check your own account.
Insurance Professionals Group, Inc. DBA (EIN 94-3171094) reports INSPRO AGENTS & BROKERS SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $6K in plan assets across 1 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 Professionals Group, Inc. DBA filing — schedules, fees, and providers.
Insurance Professionals Group, Inc. DBA’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 Insurance Professionals Group, Inc. DBAHR for the recordkeeper’s name and login.
