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Note that in very rare instances, an employer pays PBGC premiums in error even though their pension plan is not covered by PBGC. Paying PBGC premiums does not trigger coverage. See PBGC's coverage webpage for information.
| Plan Name | Sponsor | EIN Number | Plan Number | Contact Phone | Plan Type |
|---|---|---|---|---|---|
| SUMMIT WEALTH AND RETIREMENT PARTNERS CASH BALANCE PLAN | Summit Wealth and Retirement Planning | 472346871 | 002 |
925-927-1900
|
SE |
| CLARITY FINANCIAL PLANNING CASH BALANCE PLAN | Clarity Financial Planning, Inc. | 650971349 | 002 |
954-723-0350
|
SE |
| BRADSHAW FINANCIAL PLANNING DEFINED BENEFIT PLAN | Bradshaw Financial Planning Inc | 113780428 | 003 |
704-216-2260
|
SE |
| CROWN FINANCIAL PLANNING CORPORATION CASH BALANCE PLAN | CROWN FINANCIAL PLANNING CORPORATION | 464604557 | 003 |
619-237-9977
|
SE |
| FLAH & COMPANY CASH BALANCE PLAN | Corporate Plan Services, Inc. | 592832682 | 003 |
561-655-7976
|
SE |
| SECURE PLANNING STRATEGIES CASH BALANCE PLAN | Secure Planning Strategies, Inc. | 814602676 | 003 |
248-827-2580
|
SE |
| CHOICE BENEFIT PLANS, INC. CASH BALANCE PLAN | Choice Benefit Plans, Inc. | 352041208 | 002 |
812-422-6224
|
SE |
| GROUP PLAN ADMINISTRATORS INC. PENSION PLAN | GROUP PLAN ADMINISTRATORS INC. | 320244779 | 002 |
516-355-9098
|
SE |
| LATITUDE 33 PLANNING & ENGINEERING CASH BALANCE PLAN | Latitude 33 Planning & Engineering | 330582561 | 004 |
858-875-1717
|
SE |
| BEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | Beacon Financial Planning, Inc. | 473289125 | 002 |
508-790-7039
|
SE |
| MACLEAN WEALTH PLANNING, LLC CASH BALANCE PLAN | Maclean Wealth Planning LLC | 474186737 | 002 |
253-509-7051
|
SE |
| WELL PLANNED FINANCIAL CASH BALANCE PLAN | Well Planned Financial, LLC | 882738359 | 002 |
216-468-0421
|
SE |
| WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN | Worth Financial Planning, Inc | 204427087 | 002 |
505-767-7950
|
SE |
| GANTRY, INC. VIP PLAN | GANTRY, INC. VIP PLAN | 931143058 | 003 |
415-956-7600
|
SE |
| TOTALCAPTION CASH BALANCE PLAN | Totalcaption Cash Balance Plan | 203516002 | 002 |
201-301-2435
|
SE |
| PARAGON RETIREMENT PLANNING, INC. CASH BALANCE PLAN | Paragon Retirement Planning, Inc. | 812089115 | 002 |
248-457-4750
|
SE |
| MY OTHER PLAN TO MARGARITAS AND SUNSHINE | MVP Plan Administrators Inc. | 562263714 | 002 |
919-465-2220
|
SE |
| EDA LAND PLANNING INC CASH BALANCE PLAN | EDA Land Planning Inc. | 731647218 | 001 |
801-924-2296
|
SE |
| USA HEALTH PLANS INC CASH BALANCE PLAN | USA HEALTH PLANS, INC | 272774900 | 002 |
770-475-7562
|
SE |
| COMPLETE LEGAL PLAN, LLC CASH BALANCE PLAN | Complete Legal Plan, LLC | 475516754 | 001 |
954-600-1233
|
SE |