Form 5500 · Employee benefit plan · RALEIGH, NC
AQUITY SOLUTIONS, LLC
The filing calls this plan AQUITY SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN.
AQUITY SOLUTIONS, LLC of RALEIGH, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SENN DUNN, MARSH & MCLENNAN AGENCY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2898085 · plan 502 · plan year 2024, filed Jul 18, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,311 other employer plans in North Carolina have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 14 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 922 people.
Reported premium across the insured contracts is $7,943,556, with $86,981 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SENN DUNN, MARSH & MCLENNAN AGENCY is the broker of record on 5 of the 14 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA and AETNA LIFE INSURANCE COMPANY. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 519 | Jan 1, 2025 | $130,803 | $22,236 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 652 | Jan 1, 2025 | $313,939 | $16,310 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 784 | Jan 1, 2025 | $109,346 | $13,122 |
| UNUM INSURANCE COMPANY | — | 121 | Jan 1, 2025 | $51,669 | $7,749 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 289 | Jan 1, 2025 | $50,665 | $6,080 |
| UNUM INSURANCE COMPANY | — | 152 | Jan 1, 2025 | $34,482 | $5,170 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 922 | Jan 1, 2025 | $7,090,214 | $4,228 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 783 | Jan 1, 2025 | $40,122 | $4,012 |
| UNUM INSURANCE COMPANY | — | 123 | Jan 1, 2025 | $28,627 | $3,704 |
| METLIFE LEGAL PLANS | — | 91 | Jan 1, 2025 | $20,286 | $1,695 |
| AETNA LIFE INSURANCE COMPANY | Dental | 169 | Jan 1, 2025 | $64,328 | $1,636 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 783 | Jan 1, 2025 | $6,595 | $791 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 1 | Jan 1, 2025 | $2,480 | $248 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1 | Jan 1, 2025 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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