Original filing (PDF)20260514095746NAL0016618514001

The Compliance and Ethics Forum for Life Insurers

Name: The Compliance and Ethics Forum for Life Insurers — Form 5500 Plan 001 (2025)
Creator: The Compliance and Ethics Forum for Life Insurers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Compliance and Ethics Forum for Life Insurers 401(k) Retirement Plan

401(k) retirement plan · The Compliance and Ethics Forum for Life Insurers' The Compliance and Ethics Forum for Life Insurers 401(k) Retirement Plan held $2.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Michael Brennan signed The Compliance and Ethics Forum for Life Insurers' 2025 Form 5500 as plan administrator.

Michael Brennan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Compliance and Ethics Forum for Life Insurers' EIN is 27-3782503.

EIN 27-3782503

Plan number 001

Plan year 2025

ACK ID 20260514095746NAL0016618514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Compliance and Ethics Forum for Life Insurers from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Compliance and Ethics Forum for Life Insurers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMPLIANCE AND ETHICS FORUM FOR LIFE INSURERS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score