Form 5500 · Employee benefit plan · BOCA RATON, FL
ARETE ADVISORS, LLC
ARETE ADVISORS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3930932 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 213 | December | $248,240 | $24,637 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 213 | December | $178,357 | $23,518 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 213 | December | $58,525 | $10,995 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision | 567 | December | $35,562 | $2,231 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | December | $7,056 | $235 |
Questions
Who is ARETE ADVISORS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ARETE ADVISORS, LLC's broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does ARETE ADVISORS, LLC use?
ARETE ADVISORS, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 5 disclosed carriers.
When does ARETE ADVISORS, LLC's group plan renew?
The most recent Schedule A policy period for ARETE ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ARETE ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.