Form 5500 · Employee benefit plan · CHARLOTTE, NC
AFFINITY GROUP ACQUISITIONS, LLC
The filing calls this plan AFFINITY GROUP ACQUISITIONS, LLC LIFE & DISABILITY PLAN.
Public Form 5500 records show how AFFINITY GROUP ACQUISITIONS, LLC of CHARLOTTE, NC, a wholesale trade employer, structures its employee benefits. Its broker of record is STREAMLINE ENTERPRISES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-3934616 · plan 502 · plan year 2026, filed Jul 13, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering health, dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 152 people.
Reported premium across the insured contracts is $263,031, with $40,058 in disclosed broker commissions — about 15% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Health, Dental, Vision, Life, Disability | 152 | Jun 1, 2026 | $263,031 | $40,058 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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