What public Form 5500 filings show about the Ursus Insurance Services Inc. 401(k) plan — and how to find and check your own account.
Ursus Insurance Services Inc. (EIN 86-3270497) reports URSUS INSURANCE SERVICES 401(K) PLAN on its most recent Form 5500, with $879K in plan assets across 28 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 Ursus Insurance Services Inc. filing — schedules, fees, and providers.
Ursus Insurance Services 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 Ursus Insurance Services Inc.HR for the recordkeeper’s name and login.
