Form 5500 · Employee benefit plan · ALPHARETTA, GA
BAKKT
BAKKT of ALPHARETTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is OAKBRIDGE INSURANCE AGENCY, 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 37-1906173 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 561 | December | $73,242 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 1,000 | December | $53,493 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 159 | December | $18,499 |
Questions
Who is BAKKT's benefits broker?
Per its most recent Form 5500 Schedule A, BAKKT's broker of record is OAKBRIDGE INSURANCE AGENCY, LLC.
What insurance carrier does BAKKT use?
BAKKT's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does BAKKT's group plan renew?
The most recent Schedule A policy period for BAKKT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BAKKT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.