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Form 5500 · Employee benefit plan · DURHAM, NC

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AMWINS GROUP BENEFITS, LLC. Coverage is written through TRANSAMERICA INSURANCE CO 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 13-0432265 · plan 507 · as of Jul 2026

Participants
96
Carriers on file
2
Disclosed commissions
$48,573
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA INSURANCE COHealth81December$33,153
EXPRESS SCRIPTS, INC.81December$15,420

Questions

Who is AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's benefits broker?

Per its most recent Form 5500 Schedule A, AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's broker of record is AMWINS GROUP BENEFITS, LLC.

What insurance carrier does AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS use?

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's benefit plan is written through TRANSAMERICA INSURANCE CO, among 2 disclosed carriers.

When does AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's group plan renew?

The most recent Schedule A policy period for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.