Form 5500 · Employee benefit plan · NORTH BRADFORD, CT
BROOK + WHITTLE LIMITED
BROOK + WHITTLE LIMITED's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALERA GROUP INC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1452909 · plan 502 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,797 | December | $1,022,157 | $90,757 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 359 | December | $198,936 | $39,787 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 61 | December | $510,128 | $30,933 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 1,065 | December | $649,923 | $30,534 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 14 | December | $141,708 | $6,425 |
| VISION SERVICES PLAN | Vision | 1,428 | December | $148,459 | $4,192 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 7 | December | $55,417 | $2,386 |
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss | 1,264 | December | $1,703,683 | $0 |
Questions
Who is BROOK + WHITTLE LIMITED's benefits broker?
Per its most recent Form 5500 Schedule A, BROOK + WHITTLE LIMITED's broker of record is ALERA GROUP INC.
What insurance carrier does BROOK + WHITTLE LIMITED use?
BROOK + WHITTLE LIMITED's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does BROOK + WHITTLE LIMITED's group plan renew?
The most recent Schedule A policy period for BROOK + WHITTLE LIMITED ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BROOK + WHITTLE LIMITED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.