Form 5500 · Employee benefit plan · ALPHARETTA, GA
BLUE TRUST INC.
BLUE TRUST INC. of ALPHARETTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3932468 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 438 | December | $52,362 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 89 | December | $10,698 |
| UNUM INSURANCE COMPANY | — | 76 | December | $5,362 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | Vision | 750 | December | $4,908 |
| UNUM INSURANCE COMPANY | — | 79 | December | $3,103 |
| UNUM INSURANCE COMPANY | — | 35 | December | $2,499 |
Questions
Who is BLUE TRUST INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BLUE TRUST INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does BLUE TRUST INC. use?
BLUE TRUST INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does BLUE TRUST INC.'s group plan renew?
The most recent Schedule A policy period for BLUE TRUST INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BLUE TRUST INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.