Form 5500 · Employee benefit plan · CAPITOL HEIGHTS, MD
ADRIAN L. MERTON, INCORPORATED
ADRIAN L. MERTON, INCORPORATED of CAPITOL HEIGHTS, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO.. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0849036 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO. | — | 172 | November | $0 |
Questions
Who is ADRIAN L. MERTON, INCORPORATED's benefits broker?
Per its most recent Form 5500 Schedule A, ADRIAN L. MERTON, INCORPORATED's broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does ADRIAN L. MERTON, INCORPORATED use?
ADRIAN L. MERTON, INCORPORATED's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO..
When does ADRIAN L. MERTON, INCORPORATED's group plan renew?
The most recent Schedule A policy period for ADRIAN L. MERTON, INCORPORATED ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADRIAN L. MERTON, INCORPORATED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.