Form 5500 · Employee benefit plan · LAKE OSWEGO, OR
ALDRICH SERVICES, LLP
ALDRICH SERVICES, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4730205 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 312 | December | $31,371 |
| VISION SERVICE PLAN | Vision | 266 | December | $1,531 |
| STANDARD INSURANCE COMPANY | Life | 381 | December | $0 |
| STANDARD INSURANCE COMPANY | Disability | 381 | December | $0 |
| STANDARD INSURANCE COMPANY | — | 52 | December | $0 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 68 | December | $0 |
Questions
Who is ALDRICH SERVICES, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, ALDRICH SERVICES, LLP's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does ALDRICH SERVICES, LLP use?
ALDRICH SERVICES, LLP's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does ALDRICH SERVICES, LLP's group plan renew?
The most recent Schedule A policy period for ALDRICH SERVICES, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALDRICH SERVICES, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.