Form 5500 · Employee benefit plan · DURHAM, NC
ASPIDA FINANCIAL SERVICES, LLC
Public Form 5500 records show how ASPIDA FINANCIAL SERVICES, LLC (DURHAM, NC) structures its employee benefits. Its broker of record is RUSSELL C CARTER. Coverage is written through BLUECROSS AND BLUESHIELD OF NORTH CAROLINA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4223933 · plan 506 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS AND BLUESHIELD OF NORTH CAROLINA | Health | 176 | December | $2,342,917 | $44,200 |
| DELTA DENTAL OF NORTH CAROLINA | Dental | 352 | December | $167,454 | $15,220 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 214 | December | $61,103 | $8,300 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 198 | December | $114,083 | $8,167 |
| UNUM INSURANCE COMPANY | — | 91 | December | $20,494 | $2,802 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 100 | December | $13,674 | $2,734 |
| VISION SERVICE PLAN | Vision | 151 | December | $18,992 | $2,138 |
Questions
Who is ASPIDA FINANCIAL SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ASPIDA FINANCIAL SERVICES, LLC's broker of record is RUSSELL C CARTER.
What insurance carrier does ASPIDA FINANCIAL SERVICES, LLC use?
ASPIDA FINANCIAL SERVICES, LLC's benefit plan is written through BLUECROSS AND BLUESHIELD OF NORTH CAROLINA, among 7 disclosed carriers.
When does ASPIDA FINANCIAL SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for ASPIDA FINANCIAL SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ASPIDA FINANCIAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.