form5500lookup

Form 5500 · Employee benefit plan · ESCONDIDO, CA

PRINCETON FINANCIAL, LLC EBT

Public Form 5500 records show how PRINCETON FINANCIAL, LLC EBT (ESCONDIDO, CA) structures its employee benefits. Its broker of record is PETER MCDOWELL. Coverage is written through PENN MUTUAL INSURANCE CO.. The plan's most recent policy period ended in May.

Benefits broker of record
PETER MCDOWELL
Insurance carrier
PENN MUTUAL INSURANCE CO.
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0549122 · plan 501 · as of Jul 2026

Participants
1
Carriers on file
1
Disclosed commissions
$0
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PENN MUTUAL INSURANCE CO.—1May$0

Questions

Who is PRINCETON FINANCIAL, LLC EBT's benefits broker?

Per its most recent Form 5500 Schedule A, PRINCETON FINANCIAL, LLC EBT's broker of record is PETER MCDOWELL.

What insurance carrier does PRINCETON FINANCIAL, LLC EBT use?

PRINCETON FINANCIAL, LLC EBT's benefit plan is written through PENN MUTUAL INSURANCE CO..

When does PRINCETON FINANCIAL, LLC EBT's group plan renew?

The most recent Schedule A policy period for PRINCETON FINANCIAL, LLC EBT ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PRINCETON FINANCIAL, LLC EBT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.