What public Form 5500 filings show about the Summit Benefits Insurance Associates, Inc. 401(k) plan — and how to find and check your own account.
Summit Benefits Insurance Associates, Inc. (EIN 33-0298928) reports SUMMIT BENEFITS INSURANCE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.1M in plan assets across 3 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 Summit Benefits Insurance Associates, Inc. filing — schedules, fees, and providers.
Summit Benefits Insurance Associates, 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 Summit Benefits Insurance Associates, Inc.HR for the recordkeeper’s name and login.
