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Form 5500 · Employee benefit plan · GREENVILLE, SC

ALFMEIER, FRIEDRICHS & RATH, LLC

ALFMEIER, FRIEDRICHS & RATH, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2856135 · plan 503 · as of Jul 2026

Participants
157
Carriers on file
2
Disclosed commissions
$15,153
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Life, Disability157December$8,811
UNUM LIFE INSURANCE COMPANY OF AMERICA94December$6,342

Questions

Who is ALFMEIER, FRIEDRICHS & RATH, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ALFMEIER, FRIEDRICHS & RATH, LLC's broker of record is LOCKTON COMPANIES LLC.

What insurance carrier does ALFMEIER, FRIEDRICHS & RATH, LLC use?

ALFMEIER, FRIEDRICHS & RATH, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does ALFMEIER, FRIEDRICHS & RATH, LLC's group plan renew?

The most recent Schedule A policy period for ALFMEIER, FRIEDRICHS & RATH, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALFMEIER, FRIEDRICHS & RATH, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.