Form 5500 · Employee benefit plan · MURRAY, UT
FINWISE BANK
Public Form 5500 records show how FINWISE BANK (MURRAY, UT) structures its employee benefits. Its broker of record is NATIONAL BENEFIT SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0632133 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 212 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 212 | December | $0 |
Questions
Who is FINWISE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FINWISE BANK's broker of record is NATIONAL BENEFIT SERVICES LLC.
What insurance carrier does FINWISE BANK use?
FINWISE BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does FINWISE BANK's group plan renew?
The most recent Schedule A policy period for FINWISE BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FINWISE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.