Form 5500 · Employee benefit plan · LAKE FOREST, CA
PORTFOLIO SERVICES LIMITED, INC.
Public Form 5500 records show how PORTFOLIO SERVICES LIMITED, INC. (LAKE FOREST, CA) structures its employee benefits. Its broker of record is PENSION PROFESSIONALS, INC.. Coverage is written through JOHN HANCOCK USA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0065794 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK USA | — | 492 | December | $0 |
Questions
Who is PORTFOLIO SERVICES LIMITED, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PORTFOLIO SERVICES LIMITED, INC.'s broker of record is PENSION PROFESSIONALS, INC..
What insurance carrier does PORTFOLIO SERVICES LIMITED, INC. use?
PORTFOLIO SERVICES LIMITED, INC.'s benefit plan is written through JOHN HANCOCK USA.
When does PORTFOLIO SERVICES LIMITED, INC.'s group plan renew?
The most recent Schedule A policy period for PORTFOLIO SERVICES LIMITED, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PORTFOLIO SERVICES LIMITED, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.