Plan Ledger DOL Form 5500 · updated monthly

Charles W. Tapert Insurance Agency, Inc.benefits

Charles W. Tapert Insurance Agency Inc. - Flexible Benefits Plan · SIERRA MADRE, CA · plan year 2025

Previously filed as Charles W. Tapert Insurance Agency Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
None reported

Charles W. Tapert Insurance Agency, Inc.'s benefits plans covered 10 active participants in 2025, providing health.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 455295862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.