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Form 5500 · Employee benefit plan · PARSIPPANY, NJ

BLEAKLEY FINANCIAL GROUP, LLC

Public Form 5500 records show how BLEAKLEY FINANCIAL GROUP, LLC (PARSIPPANY, NJ) structures its employee benefits. Its broker of record is HUB INTERNATIONAL NORTHEAST LIMITED. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2523848 · plan 503 · as of Jul 2026

Participants
142
Carriers on file
2
Disclosed commissions
$47,245
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability142November$41,116
SUN LIFE ASSURANCE COMPANY OF CANADA0December$6,129

Questions

Who is BLEAKLEY FINANCIAL GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, BLEAKLEY FINANCIAL GROUP, LLC's broker of record is HUB INTERNATIONAL NORTHEAST LIMITED.

What insurance carrier does BLEAKLEY FINANCIAL GROUP, LLC use?

BLEAKLEY FINANCIAL GROUP, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does BLEAKLEY FINANCIAL GROUP, LLC's group plan renew?

The most recent Schedule A policy period for BLEAKLEY FINANCIAL GROUP, LLC ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BLEAKLEY FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.