What public Form 5500 filings show about the Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC 401(k) plan — and how to find and check your own account.
Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC (EIN 46-0800597) reports SUNSTAR INSURANCE GROUP 401(K) PLAN on its most recent Form 5500, with $25.5M in plan assets across 738 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 Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLANS PLUS, CETERA INVESTMENT ADVISERS.