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Hartford Affiliated Employers Retirement Savings Plan Fbo Lanier Upshaw, Inc.

Lanier Upshaw, Inc., Lakeland FL. Employer ID 590770252, plan number 002. Annual reports on file for 2011 to 2016.

Where the money went

1. Filed 2011-2016Hartford Affiliated Employers Retirement Savings Plan Fbo Lanier Upshaw, Inc., Lanier Upshaw, Inc.
2. 2016Assets transferred to Lanier Upshaw, Inc. 401(k) Profit Sharing Plan
3. 2017Assets transferred to The Platinum 401(k) Retirement Savings Plan
4. TodayThe Platinum 401(k) Retirement Savings Plan still files. John Hancock Life Insurance Company keeps the records. That is where to ask.

Records are kept by John Hancock Life Insurance Company, per the 2024 filing.

Events in the filings

• 2011: Another plan used the same employer ID and plan number, so records can get mixed up.
• 2012: Another plan used the same employer ID and plan number, so records can get mixed up.
• 2013: Another plan used the same employer ID and plan number, and this plan's report is missing from the government data file most search tools use. That's one reason it can be hard to find.
• 2014: Another plan used the same employer ID and plan number, so records can get mixed up.
• 2015: Another plan used the same employer ID and plan number, so records can get mixed up.
• 2016: Another plan used the same employer ID and plan number, and this plan's report is missing from the government data file most search tools use. That's one reason it can be hard to find.
• 2016: The plan filed its last report: it ended, merged into another plan, or paid everyone out.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.