What public Form 5500 filings show about the Primewest Insurance Brokerage, Inc. 401(k) plan — and how to find and check your own account.
Primewest Insurance Brokerage, Inc. (EIN 27-0418936) reports PRIMEWEST INSURANCE 401(K) PLAN on its most recent Form 5500, with $613K in plan assets across 5 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 Primewest Insurance Brokerage, Inc. filing — schedules, fees, and providers.
Primewest Insurance Brokerage, 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 Primewest Insurance Brokerage, Inc.HR for the recordkeeper’s name and login.