Form 5500 · Employee benefit plan · BOCA RATON, FL
ARETE ADVISORS, LLC
Public Form 5500 records show how ARETE ADVISORS, LLC (BOCA RATON, FL) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 10 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 253 | December | $24,039 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 266 | December | $14,348 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 267 | December | $8,276 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 267 | December | $4,784 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 41 | December | $3,863 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 59 | December | $3,339 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 60 | December | $3,214 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision | 686 | December | $2,320 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 266 | December | $1,416 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health | 1 | December | $210 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1 | December | $94 |
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 & 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 11 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.