Form 5500 · Employee benefit plan · MONUMENT, CO
ADVISORS ASSET MANAGEMENT
Public Form 5500 records show how ADVISORS ASSET MANAGEMENT (MONUMENT, CO) structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SVCS., INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0532180 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 331 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 257 | December | $0 |
Questions
Who is ADVISORS ASSET MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, ADVISORS ASSET MANAGEMENT's broker of record is BROWN & BROWN INSURANCE SVCS., INC..
What insurance carrier does ADVISORS ASSET MANAGEMENT use?
ADVISORS ASSET MANAGEMENT's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does ADVISORS ASSET MANAGEMENT's group plan renew?
The most recent Schedule A policy period for ADVISORS ASSET MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADVISORS ASSET MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.