Whitehead INS. Group, Inc. and Brown INS. Group 401(k) Plan

The Whitehead INS. Group, Inc. and Brown INS. Group 401(k) on its latest Form 5500

Whitehead INS. Group, Inc. and Brown INS. Group (EIN 62-0638936) reports WHITEHEAD INSURANCE GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $945K in plan assets across 10 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 Whitehead INS. Group, Inc. and Brown INS. Group filing — schedules, fees, and providers.

Who runs the Whitehead INS. Group, Inc. and Brown INS. Group 401(k)?

Whitehead INS. Group, Inc. and Brown INS. Group’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 Whitehead INS. Group, Inc. and Brown INS. GroupHR for the recordkeeper’s name and login.

How to check your Whitehead INS. Group, Inc. and Brown INS. Group 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Whitehead INS. Group, Inc. and Brown INS. Group HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).