Form 5500 · Employee benefit plan · SARATOGA SPRINGS, NY
AIM SERVICES, INC.
Public Form 5500 records show how AIM SERVICES, INC. (SARATOGA SPRINGS, NY) structures its employee benefits. Its broker of record is MARSHALL & STERLING EMPLOYEE BENEFI. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1609398 · plan 520 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 641 | February | $115,751 | $23,146 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 320 | February | $78,208 | $11,731 |
| COMPANION LIFE INSURANCE COMPANY | — | 237 | February | $65,870 | $6,587 |
| COMPANION LIFE INSURANCE COMPANY | Life | 982 | February | $47,708 | $3,885 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 238 | February | $37,140 | $3,714 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Disability | 211 | February | $36,062 | $3,606 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 982 | February | $9,080 | $908 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 237 | February | $5,150 | $515 |
| CAPITAL COUNSELING | — | 550 | February | $13,200 | $0 |
Questions
Who is AIM SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, AIM SERVICES, INC.'s broker of record is MARSHALL & STERLING EMPLOYEE BENEFI.
What insurance carrier does AIM SERVICES, INC. use?
AIM SERVICES, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.
When does AIM SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for AIM SERVICES, INC. ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AIM SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.