What public Form 5500 filings show about the PAN-American Life Insurance Company 401(k) plan — and how to find and check your own account.
PAN-American Life Insurance Company (EIN 72-0281240) reports PAN-AMERICAN LIFE INSURANCE COMPANY SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $176.5M in plan assets across 639 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 PAN-American Life Insurance Company filing — schedules, fees, and providers.
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 PAN-American Life Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMPASS HEALTH INSURED ASSISTANCE, ALLIANT INSURANCE SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L.
