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Form 5500 · Employee benefit plan · PLANO, TX

BENEFITS ASSURANCE, LLC

BENEFITS ASSURANCE, LLC of PLANO, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is OSAIC WEALTH, INC.. Coverage is written through VOYA FINANCIAL. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0869463 · plan 001 · as of Jul 2026

Participants
337
Carriers on file
1
Disclosed commissions
$27,132
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA FINANCIAL163December$27,132

Questions

Who is BENEFITS ASSURANCE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, BENEFITS ASSURANCE, LLC's broker of record is OSAIC WEALTH, INC..

What insurance carrier does BENEFITS ASSURANCE, LLC use?

BENEFITS ASSURANCE, LLC's benefit plan is written through VOYA FINANCIAL.

When does BENEFITS ASSURANCE, LLC's group plan renew?

The most recent Schedule A policy period for BENEFITS ASSURANCE, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BENEFITS ASSURANCE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.