Relation Insurance, Inc. 401(k) Plan: Login, Facts & Contact Information

Relation Insurance, Inc. 401(k) Plan Facts

Plan name
RELATION INSURANCE, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RELATION INSURANCE, INC.
Participants
1,529 (1,341 active employees)
Former employees with a balance
212
Plan assets
$114,933,175 at Dec 31, 2024
Average account balance
$77,710 across 1,479 accounts
Employer contributions
$2,761,247 in plan year 2024 (19% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2007
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.0 million went into the plan in contributions, $2.76 million of it from the employer (19%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $11.1 million.
  • Administrative expenses were $220,961, about $149 per account.

How the Relation Insurance, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019539$51.0 million$1.05 million$2.35 million
2020621$61.5 million$645,284$4.49 million
2021752$74.4 million$925,030$5.97 million
20221,182$80.3 million$2.33 million$9.22 million
20231,469$99.6 million$2.81 million$7.95 million
20241,529$114.9 million$2.76 million$10.6 million

Relation Insurance, Inc. 401(k) Contact Information

Phone
913-742-7462
Mailing address
10950 GRANDVIEW DRIVE SUITE 300, OVERLAND PARK KS 662102010
Plan sponsor
RELATION INSURANCE, INC.
Employer identification number (EIN)
26-0291031
Plan number
001

Questions about the Relation Insurance, Inc. 401(k)

Does Relation Insurance, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.76 million, 19% of all contributions.

Does the Relation Insurance, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Relation Insurance, Inc 401(k) plan?

1,529 participants at the start of plan year 2024, 1,341 of them active employees, and 212 former employees who still had money in the plan.

What is the average 401(k) balance at Relation Insurance, Inc?

About $77,710 per account: $114.9 million in plan assets across 1,479 accounts with a balance at the end of plan year 2024.

Who manages the Relation Insurance, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Relation Insurance, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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