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Insight Financial Partners Pooled Employer Plan

Plan Compliance Services, Inc., Clearwater FL. Employer ID 593708427, plan number 002. Annual reports on file for 2021 to 2023.

Where the money went

Plans that moved money into this one:

  1. Filed 2021-2023Insight Financial Partners Pooled Employer Plan, Plan Compliance Services, Inc.
  2. TodayInsight Financial Partners Pooled Employer Plan still files. That is where to ask.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

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.

Plan yearParticipantsLeft, still in the planSource
202118—Filing
2022200Filing
2023215Filing

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