What public Form 5500 filings show about the Wood Gutmann & Bogart Insurance Brokers 401(k) plan — and how to find and check your own account.
Wood Gutmann & Bogart Insurance Brokers (EIN 95-3957066) reports WOOD GUTMANN & BOGART INSURANCE BROKERS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Wood Gutmann & Bogart Insurance Brokers 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wood Gutmann & Bogart Insurance Brokers 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION PROFESSIONALS, HKG LLP, BOUTWELL FAY LLP.
