ORI-GEN Agency Insurance Services, Inc. 401(k) Plan
What public Form 5500 filings show about the ORI-GEN Agency Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
The ORI-GEN Agency Insurance Services, Inc. 401(k) on its latest Form 5500
ORI-GEN Agency Insurance Services, Inc. (EIN 87-1124189) reports ORI-GEN 401(K) PLAN on its most recent Form 5500, with $7.5M in plan assets across 53 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 ORI-GEN Agency Insurance Services, Inc. filing — schedules, fees, and providers.
Who runs the ORI-GEN Agency Insurance Services, Inc. 401(k)?
ORI-GEN Agency Insurance Services, 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 ORI-GEN Agency Insurance Services, Inc.HR for the recordkeeper’s name and login.
How to check your ORI-GEN Agency Insurance Services, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ORI-GEN Agency Insurance Services, 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).