Form 5500 · Employee benefit plan · ST. LOUIS PARK, MN
AFFIANCE FINANCIAL, LLC
AFFIANCE FINANCIAL, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PRIVATE CLIENT SERVICES LLC. Coverage is written through JACKSON NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1991971 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JACKSON NATIONAL LIFE INSURANCE COMPANY | — | — | December | $9,074 |
Questions
Who is AFFIANCE FINANCIAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, AFFIANCE FINANCIAL, LLC's broker of record is PRIVATE CLIENT SERVICES LLC.
What insurance carrier does AFFIANCE FINANCIAL, LLC use?
AFFIANCE FINANCIAL, LLC's benefit plan is written through JACKSON NATIONAL LIFE INSURANCE COMPANY.
When does AFFIANCE FINANCIAL, LLC's group plan renew?
The most recent Schedule A policy period for AFFIANCE FINANCIAL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AFFIANCE FINANCIAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.