Form 5500 · Employee benefit plan · COLUMBUS, OH
ATLAS CAPITAL SERVICES, INC.
Public Form 5500 records show how ATLAS CAPITAL SERVICES, INC. (COLUMBUS, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1269810 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 144 | December | $24,924 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 223 | December | $1,110 |
| MATRIX EAP | — | 144 | December | $0 |
Questions
Who is ATLAS CAPITAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ATLAS CAPITAL SERVICES, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does ATLAS CAPITAL SERVICES, INC. use?
ATLAS CAPITAL SERVICES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does ATLAS CAPITAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for ATLAS CAPITAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATLAS CAPITAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.