What public Form 5500 filings show about the Mathison Insurance Partners Inc. 401(k) plan — and how to find and check your own account.
Mathison Insurance Partners Inc. (EIN 26-3493307) reports MATHISON INSURANCE PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $1.8M in plan assets across 11 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 Mathison Insurance Partners Inc. filing — schedules, fees, and providers.
Mathison Insurance Partners 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 Mathison Insurance Partners Inc.HR for the recordkeeper’s name and login.
