Form 5500 · Employee benefit plan · FRANKLIN, TN
ALIGNED EQUITY PARTNERS, LLC
Public Form 5500 records show how ALIGNED EQUITY PARTNERS, LLC (FRANKLIN, TN) structures its employee benefits. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4737185 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 123 | June | $13,628 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 5 | June | $516 |
| EYEMED VISION CARE | Vision | 90 | June | $138 |
| TOKIO MARINE | Stop-loss | 92 | June | $0 |
Questions
Who is ALIGNED EQUITY PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ALIGNED EQUITY PARTNERS, LLC's broker of record is THE BALDWIN GROUP SOUTHEAST LLC.
What insurance carrier does ALIGNED EQUITY PARTNERS, LLC use?
ALIGNED EQUITY PARTNERS, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does ALIGNED EQUITY PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for ALIGNED EQUITY PARTNERS, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALIGNED EQUITY PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.