· 2022–2024 · DOL EFAST2
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USB Financial Services Insurance — Form 5500 Service Provider Profile | Form 5500 Search
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USB Financial Services Insurance
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
18
Total plan assets
$1.4M
Filings (rows)
1
Direct comp
$0
Indirect comp
$10K
Showing only "USB FINANCIAL SERVICES INSURANCE"
View all 4 variants aggregated →
USB FINANCIAL SERVICES
23
USB FINANCIAL
2
USB FINANCIAL SERVICES INSURANCE
1
USB FINANCIAL SERVICE
1
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
TASK Source, Inc.
TASK Source Inc. 401(k) Profit Sharing Plan Trust ·
all filings
WESLEY CHAPEL, FL
Broker
18
$1.4M
$0
$10K