Form 5500 · Employee benefit plan · NEW YORK, NY
BERNSTEIN INSTITUTIONAL SERVICES, LLC.
BERNSTEIN INSTITUTIONAL SERVICES, LLC. of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-3290447 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 229 | December | $71,718 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 226 | December | $12,886 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 273 | December | $9,348 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 286 | December | $5,847 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 47 | December | $1,225 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY | Vision | 413 | December | $542 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | — | 271 | December | $0 |
Questions
Who is BERNSTEIN INSTITUTIONAL SERVICES, LLC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BERNSTEIN INSTITUTIONAL SERVICES, LLC.'s broker of record is WILLIS TOWERS WATSON NORTHEAST, INC.
What insurance carrier does BERNSTEIN INSTITUTIONAL SERVICES, LLC. use?
BERNSTEIN INSTITUTIONAL SERVICES, LLC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.
When does BERNSTEIN INSTITUTIONAL SERVICES, LLC.'s group plan renew?
The most recent Schedule A policy period for BERNSTEIN INSTITUTIONAL 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 BERNSTEIN INSTITUTIONAL SERVICES, LLC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.