Form 5500 · Employee benefit plan · CHARLOTTE, NC
BOLTON & MENK SOUTHEAST LLC
BOLTON & MENK SOUTHEAST LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ANGELO SAAKE CONSULTING SERVICES. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1556189 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 134 | December | $17,048 |
Questions
Who is BOLTON & MENK SOUTHEAST LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BOLTON & MENK SOUTHEAST LLC's broker of record is ANGELO SAAKE CONSULTING SERVICES.
What insurance carrier does BOLTON & MENK SOUTHEAST LLC use?
BOLTON & MENK SOUTHEAST LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does BOLTON & MENK SOUTHEAST LLC's group plan renew?
The most recent Schedule A policy period for BOLTON & MENK SOUTHEAST LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOLTON & MENK SOUTHEAST LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.