Form 5500 · Employee benefit plan · CHARLOTTE, NC
ASSOCIATE SERVICES, LLC
Public Form 5500 records show how ASSOCIATE SERVICES, LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-3581406 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 665 | December | $47,177 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 3 | December | $34,734 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 879 | December | $25,405 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 158 | December | $13,046 |
| AMERITAS LIFE INSURANCE COMPANY | Vision | 416 | December | $3,631 |
| METLIFE LEGAL PLANS, INC. | — | 80 | August | $1,597 |
| METROPOLITAN GENERAL INSURANCE COMPANY (METLIFE LEGAL) | — | 62 | December | $546 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 742 | December | $0 |
Questions
Who is ASSOCIATE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ASSOCIATE SERVICES, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does ASSOCIATE SERVICES, LLC use?
ASSOCIATE SERVICES, LLC's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 8 disclosed carriers.
When does ASSOCIATE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for ASSOCIATE 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 ASSOCIATE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.