Filings through .
Sponsor portfolio
Insurance and Benefit Partner LLC
EIN 27-0499995Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$174K assets
Welfare
0
Participants
7
18840 N. GOLDEN HAWK TRAIL - JUPITER, FL 33458561-428-6150
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSURANCE AND BENEFIT PARTNER LLC 401(K) PLAN | 401(k) | $174K | 7 | 2025 |
Retirement plans