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Form 5500 · Employee benefit plan · INDIANAPOLIS, IN

BIRGE & HELD ASSET MANAGEMENT, LLC

Public Form 5500 records show how BIRGE & HELD ASSET MANAGEMENT, LLC (INDIANAPOLIS, IN) structures its employee benefits. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5450139 · plan 001 · as of Jul 2026

Participants
587
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NATIONWIDE LIFE INSURANCE COMPANY9December$0

Questions

What insurance carrier does BIRGE & HELD ASSET MANAGEMENT, LLC use?

BIRGE & HELD ASSET MANAGEMENT, LLC's benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY.

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.