Form 5500 · Employee benefit plan · BOONE, NC
SAMARITAN'S PURSE
SAMARITAN'S PURSE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1437002 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 2,605 | December | $14,918 |
Questions
Who is SAMARITAN'S PURSE's benefits broker?
Per its most recent Form 5500 Schedule A, SAMARITAN'S PURSE's broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does SAMARITAN'S PURSE use?
SAMARITAN'S PURSE's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does SAMARITAN'S PURSE's group plan renew?
The most recent Schedule A policy period for SAMARITAN'S PURSE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAMARITAN'S PURSE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.