Form 5500 · Employee benefit plan · SANTA CLARA, CA
INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P
INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P of SANTA CLARA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is IFS MARKETING INSURANCE SERVICES. Coverage is written through JOHN HANCOCK INSURANCE COMPANY (USA). The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3347260 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK INSURANCE COMPANY (USA) | — | 8 | December | $5,222 |
Questions
Who is INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P's benefits broker?
Per its most recent Form 5500 Schedule A, INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P's broker of record is IFS MARKETING INSURANCE SERVICES.
What insurance carrier does INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P use?
INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P's benefit plan is written through JOHN HANCOCK INSURANCE COMPANY (USA).
When does INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P's group plan renew?
The most recent Schedule A policy period for INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INTEGRATED FINANCIAL SERVICES, LTD. 401(K) RETIREMENT/PROFIT SHARING P's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.