What public Form 5500 filings show about the Real Benefits Group, Inc. 401(k) plan — and how to find and check your own account.
Real Benefits Group, Inc. (EIN 45-4568306) reports ALIAT RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $5.7M in plan assets across 770 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 Real Benefits Group, Inc. filing — schedules, fees, and providers.
Real Benefits Group, 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 Real Benefits Group, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, INVISTA ADVISORS, AMERITAS, CIGNA HEALTH AND LIFE INSURANCE CO, SKIBBIE CPA, SLAVIC INTEGRATED ADMINISTRATION.
