Form 5500 · Employee benefit plan · CONCORD, CA
ASSETMARK FINANCIAL HOLDINGS, INC.
ASSETMARK FINANCIAL HOLDINGS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0774039 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,030 | December | $57,249 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 808 | December | $0 |
Questions
Who is ASSETMARK FINANCIAL HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ASSETMARK FINANCIAL HOLDINGS, INC.'s broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does ASSETMARK FINANCIAL HOLDINGS, INC. use?
ASSETMARK FINANCIAL HOLDINGS, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 2 disclosed carriers.
When does ASSETMARK FINANCIAL HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for ASSETMARK FINANCIAL HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ASSETMARK FINANCIAL HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.