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Form 5500 · Employee benefit plan · PORTLAND, OR

ALTA PLANNING + DESIGN, INC.

ALTA PLANNING + DESIGN, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in September.

Benefits broker of record
Not disclosed
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0465555 · plan 001 · as of Jul 2026

Participants
305
Carriers on file
1
Disclosed commissions
$0
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA0September$0

Questions

What insurance carrier does ALTA PLANNING + DESIGN, INC. use?

ALTA PLANNING + DESIGN, INC.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

When does ALTA PLANNING + DESIGN, INC.'s group plan renew?

The most recent Schedule A policy period for ALTA PLANNING + DESIGN, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALTA PLANNING + DESIGN, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.