Form 5500 · Employee benefit plan · MALVERN, PA
AMERICAN INSTITUTE FOR CPCU
Public Form 5500 records show how AMERICAN INSTITUTE FOR CPCU (MALVERN, PA) structures its employee benefits. Its broker of record is CONNER STRONG & BUCKELEW. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1352012 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 351 | October | $19,769 |
Questions
Who is AMERICAN INSTITUTE FOR CPCU's benefits broker?
Per its most recent Form 5500 Schedule A, AMERICAN INSTITUTE FOR CPCU's broker of record is CONNER STRONG & BUCKELEW.
What insurance carrier does AMERICAN INSTITUTE FOR CPCU use?
AMERICAN INSTITUTE FOR CPCU's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA.
When does AMERICAN INSTITUTE FOR CPCU's group plan renew?
The most recent Schedule A policy period for AMERICAN INSTITUTE FOR CPCU ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AMERICAN INSTITUTE FOR CPCU's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.