Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
BIRGE & HELD ASSET MANAGEMENT, LLC
BIRGE & HELD ASSET MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GIBSON INSURANCE AGENCY, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5450139 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 366 | December | $21,539 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 240 | December | $0 |
Questions
Who is BIRGE & HELD ASSET MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BIRGE & HELD ASSET MANAGEMENT, LLC's broker of record is GIBSON INSURANCE AGENCY, INC..
What insurance carrier does BIRGE & HELD ASSET MANAGEMENT, LLC use?
BIRGE & HELD ASSET MANAGEMENT, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 2 disclosed carriers.
When does BIRGE & HELD ASSET MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for BIRGE & HELD ASSET MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BIRGE & HELD ASSET MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.