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Form 5500 · Employee benefit plan · LIVINGSTON, NJ

BERTRAM ASSOCIATES

Public Form 5500 records show how BERTRAM ASSOCIATES (LIVINGSTON, NJ) structures its employee benefits. Its broker of record is BROWN & BROWN METRO INSURANCE. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2449020 · plan 504 · as of Jul 2026

Participants
224
Carriers on file
2
Disclosed commissions
$12,047
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental169September$8,455
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Life104September$3,592

Questions

Who is BERTRAM ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, BERTRAM ASSOCIATES's broker of record is BROWN & BROWN METRO INSURANCE.

What insurance carrier does BERTRAM ASSOCIATES use?

BERTRAM ASSOCIATES's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BERTRAM ASSOCIATES's group plan renew?

The most recent Schedule A policy period for BERTRAM ASSOCIATES ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

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