Form 5500 · Employee benefit plan · CLEARWATER, FL
PLAN FIDUCIARY SERVICES, INC.
Public Form 5500 records show how PLAN FIDUCIARY SERVICES, INC. (CLEARWATER, FL) structures its employee benefits. Its broker of record is PFS INVESTMENTS INC.. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3523833 · plan 009 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 3,172 | December | $4,221 |
Questions
Who is PLAN FIDUCIARY SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PLAN FIDUCIARY SERVICES, INC.'s broker of record is PFS INVESTMENTS INC..
What insurance carrier does PLAN FIDUCIARY SERVICES, INC. use?
PLAN FIDUCIARY SERVICES, INC.'s benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
When does PLAN FIDUCIARY SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for PLAN FIDUCIARY SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLAN FIDUCIARY SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.