Plan Ledger DOL Form 5500 · updated monthly

Southern Ca Financial Planners Voluntary Employee Beneficiary Assocbenefits

Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust · WEST HILLS, CA · plan year 2024

Broker compensation reported · 2024
None reported

Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc's benefits plans covered 6 active participants in 2024, providing life.

Insurance contracts · 20243
AMERICAN GENERAL LIFE INSURANCE · lifepremiums n/a · 4 covered
JOHN HANCOCK LIFE INSURANCE COMPANY · lifepremiums n/a · 1 covered
PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 1 covered

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 954104209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.