form5500lookup

Form 5500 · Employee benefit plan · WATERTOWN, NY

BERNIER CARR AND ASSOCIATES

BERNIER CARR AND ASSOCIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is J W COLE INSURANCE SERVICES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1337922 · plan 001 · as of Jul 2026

Participants
141
Carriers on file
2
Disclosed commissions
$18,732
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY150December$18,158
PRINCIPAL LIFE INSURANCE COMPANY150December$574

Questions

Who is BERNIER CARR AND ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, BERNIER CARR AND ASSOCIATES's broker of record is J W COLE INSURANCE SERVICES INC.

What insurance carrier does BERNIER CARR AND ASSOCIATES use?

BERNIER CARR AND ASSOCIATES's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BERNIER CARR AND ASSOCIATES's group plan renew?

The most recent Schedule A policy period for BERNIER CARR AND ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BERNIER CARR AND ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.