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Form 5500 · Employee benefit plan · LITCHFIELD, AZ

ALGONQUIN POWER FUND (AMERICA), INC.

ALGONQUIN POWER FUND (AMERICA), INC. of LITCHFIELD, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BURNHAM FINANCIAL SERVICES. Coverage is written through EXCELLUS BCBS and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 98-0181512 · plan 501 · as of Jul 2026

Participants
62
Carriers on file
3
Disclosed commissions
$35,595
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BCBSStop-loss43December$20,011
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability46December$14,198
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34December$1,386

Questions

Who is ALGONQUIN POWER FUND (AMERICA), INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ALGONQUIN POWER FUND (AMERICA), INC.'s broker of record is BURNHAM FINANCIAL SERVICES.

What insurance carrier does ALGONQUIN POWER FUND (AMERICA), INC. use?

ALGONQUIN POWER FUND (AMERICA), INC.'s benefit plan is written through EXCELLUS BCBS, among 3 disclosed carriers.

When does ALGONQUIN POWER FUND (AMERICA), INC.'s group plan renew?

The most recent Schedule A policy period for ALGONQUIN POWER FUND (AMERICA), INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALGONQUIN POWER FUND (AMERICA), INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.