What public Form 5500 filings show about the Pennsylvania Insurance Specialists, Inc. 401(k) plan — and how to find and check your own account.
Pennsylvania Insurance Specialists, Inc. (EIN 86-1091976) reports KEYSTONE BENEFITS GROUP, INC. MULTIPLE EMPLOYER 401(K) PLAN on its most recent Form 5500, with $719K in plan assets across 2 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 Pennsylvania Insurance Specialists, Inc. filing — schedules, fees, and providers.
Pennsylvania Insurance Specialists, 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 Pennsylvania Insurance Specialists, Inc.HR for the recordkeeper’s name and login.
