Cindy O'BRIEN signed Kalbaugh, Pfund & Messersmith, P.C.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalbaugh, Pfund & Messersmith, P.C.'s EIN is 54-1527978.
Download the official 2025 Form 5500 (PDF) for Kalbaugh, Pfund & Messersmith, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Kalbaugh, Pfund & Messersmith, P.C.'s plan includes health coverage.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $42K | — |
| SIMA BENEFITS CONSULTING GROUP | 54-2000731 | — | BROKER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $25K |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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