Form 5500 · Employee benefit plan · CHARLOTTE, NC
AAAA GROUP INSURANCE TRUST
AAAA GROUP INSURANCE TRUST of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENEFIT CONSULTING INSURANCE AGENCY. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3685892 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 1,835 | December | $114,104 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | — | 250 | December | $1,429 |
| EQUITABLE FINANCIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 73 | December | $0 |
Questions
Who is AAAA GROUP INSURANCE TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, AAAA GROUP INSURANCE TRUST's broker of record is BENEFIT CONSULTING INSURANCE AGENCY.
What insurance carrier does AAAA GROUP INSURANCE TRUST use?
AAAA GROUP INSURANCE TRUST's benefit plan is written through SUN LIFE AND HEALTH INSURANCE COMPANY, among 3 disclosed carriers.
When does AAAA GROUP INSURANCE TRUST's group plan renew?
The most recent Schedule A policy period for AAAA GROUP INSURANCE TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AAAA GROUP INSURANCE TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.