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Form 5500 · Employee benefit plan · WINDSOR, CT

ALVEST (USA) LLC

ALVEST (USA) LLC of WINDSOR, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JM BRASSILL GROUP INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. 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 51-0337585 · plan 501 · as of Jul 2026

Participants
476
Carriers on file
3
Disclosed commissions
$49,694
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability676December$26,838
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Life691December$22,856
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESHealth, Vision618December$0

Questions

Who is ALVEST (USA) LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ALVEST (USA) LLC's broker of record is JM BRASSILL GROUP INC.

What insurance carrier does ALVEST (USA) LLC use?

ALVEST (USA) LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does ALVEST (USA) LLC's group plan renew?

The most recent Schedule A policy period for ALVEST (USA) LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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