What public Form 5500 filings show about the Partner Insurance Advisors, Inc. 401(k) plan — and how to find and check your own account.
Partner Insurance Advisors, Inc. (EIN 84-1751792) reports PARTNER INSURANCE ADVISORS 401(K) PLAN on its most recent Form 5500, with $948K 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 Partner Insurance Advisors, Inc. filing — schedules, fees, and providers.
Partner Insurance Advisors, 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 Partner Insurance Advisors, Inc.HR for the recordkeeper’s name and login.
