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Form 5500 · Employee benefit plan · CHICAGO, IL

AMLI MANAGEMENT COMPANY

AMLI MANAGEMENT COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA 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 36-3207100 · plan 501 · as of Jul 2026

Participants
837
Carriers on file
2
Disclosed commissions
$64,143
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability833December$59,458
VISION SERVICE PLANVision557December$4,685

Questions

Who is AMLI MANAGEMENT COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, AMLI MANAGEMENT COMPANY's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does AMLI MANAGEMENT COMPANY use?

AMLI MANAGEMENT COMPANY's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does AMLI MANAGEMENT COMPANY's group plan renew?

The most recent Schedule A policy period for AMLI MANAGEMENT COMPANY ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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