Form 5500 · Employee benefit plan · FARMINGDALE, NY
ALCOTT HR GROUP, LLC
The filing calls this plan ALCOTT HR GROUP, LLC GROUP INSURANCE PLAN.
ALCOTT HR GROUP, LLC of FARMINGDALE, NY spreads its employee benefits across 9 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ALCOTT INSURANCE AGENCY INC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1638437 · plan 503 · plan year 2025, filed Mar 13, 2026
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156 other employer plans in New York have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 13 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 2,094 people.
Reported premium across the insured contracts is $38,462,145, with $891,396 in disclosed broker commissions — about 2.3% 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.
ALCOTT INSURANCE AGENCY INC is the broker of record on 3 of the 13 contracts; the rest name a different broker or none.
9 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC., METROPOLITAN LIFE INSURANCE COMPANY and METROPOLITAN GENERAL INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 2,094 | Jun 1, 2025 | $19,029,935 | $442,506 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision, Life, Disability | 7,358 | Jun 1, 2025 | $2,001,614 | $289,562 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,968 | Jun 1, 2025 | $2,327,549 | $79,750 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,315 | Jun 1, 2025 | $286,160 | $28,177 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 1,144 | Jun 1, 2025 | $153,113 | $16,864 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 2,027 | Jun 1, 2025 | $143,844 | $16,552 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 591 | Jun 1, 2025 | $130,474 | $13,190 |
| EMBLEMHEALTH | Health | 11 | Jun 1, 2025 | $112,586 | $4,642 |
| SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | Health, Dental | 14 | Jun 1, 2025 | $1,851 | $85 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Health, Dental | 4 | Jun 1, 2025 | $961 | $41 |
| SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | Health, Dental | 4 | Jun 1, 2025 | $593 | $27 |
| HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | Health | 2,289 | Jun 1, 2025 | $14,192,136 | $0 |
| BANNER HEALTH AND AETNA HEALTH | Health | 19 | Jun 1, 2025 | $81,329 | $0 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
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