Form 5500 · Employee benefit plan · PHILADELPHIA, PA
ABERDEEN STANDARD INVESTMENTS INC.
ABERDEEN STANDARD INVESTMENTS INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CUSTOM BENEFIT PROGRAMS, INC.. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0368279 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 2 | December | $20,462 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 234 | December | $2,280 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | Disability | 30 | December | $243 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 4 | December | $0 |
| FEDERAL INSURANCE COMPANY | — | 209 | December | $0 |
| FOUR EVER LIFE INS CO. | Health | 0 | December | $0 |
| METLIFE LEGAL PLANS | — | 40 | December | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 209 | December | $0 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 2 | December | $0 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 14 | December | $0 |
| VISION SERVICE PLAN | Vision | 199 | December | $0 |
Questions
Who is ABERDEEN STANDARD INVESTMENTS INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ABERDEEN STANDARD INVESTMENTS INC.'s broker of record is CUSTOM BENEFIT PROGRAMS, INC..
What insurance carrier does ABERDEEN STANDARD INVESTMENTS INC. use?
ABERDEEN STANDARD INVESTMENTS INC.'s benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY, among 11 disclosed carriers.
When does ABERDEEN STANDARD INVESTMENTS INC.'s group plan renew?
The most recent Schedule A policy period for ABERDEEN STANDARD INVESTMENTS INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ABERDEEN STANDARD INVESTMENTS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.