Form 5500 · Employee benefit plan · PHOENIX, AZ
4FRONT ADVISORS, LLC
The filing calls this plan 4FRONT ADVISORS, LLC EMPLOYEE WELFARE PLAN.
4FRONT ADVISORS, LLC of PHOENIX, AZ is a 152-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARK MATSOCK. Coverage is written through KANSAS CITY LIFE INSURANCE COMPANY. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-5499232 · plan 502 · plan year 2024, filed Mar 13, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering life and disability; the largest, with KANSAS CITY LIFE INSURANCE COMPANY, covers 107 people.
Reported premium across the insured contracts is $24,760, with $1,972 in disclosed broker commissions — about 8% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KANSAS CITY LIFE INSURANCE COMPANY | Life, Disability | 107 | Jul 1, 2024 | $24,760 | $1,972 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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