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Form 5500 · Employee benefit plan · HOUSTON, TX

ALTIVIA INVESTMENTS, LLC

Public Form 5500 records show how ALTIVIA INVESTMENTS, LLC (HOUSTON, TX) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY 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 81-4592464 · plan 501 · as of Jul 2026

Participants
405
Carriers on file
2
Disclosed commissions
$3,000
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision1,401December$3,000
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability474December$0

Questions

Who is ALTIVIA INVESTMENTS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ALTIVIA INVESTMENTS, LLC's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does ALTIVIA INVESTMENTS, LLC use?

ALTIVIA INVESTMENTS, LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does ALTIVIA INVESTMENTS, LLC's group plan renew?

The most recent Schedule A policy period for ALTIVIA INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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