Form 5500 · Employee benefit plan · ST. LOUIS, MO
BUCKINGHAM ASSET MANAGEMENT, LLC
BUCKINGHAM ASSET MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CARAVUS, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8306720 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 651 | September | $47,660 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,395 | December | $17,667 |
Questions
Who is BUCKINGHAM ASSET MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BUCKINGHAM ASSET MANAGEMENT, LLC's broker of record is CARAVUS, LLC.
What insurance carrier does BUCKINGHAM ASSET MANAGEMENT, LLC use?
BUCKINGHAM ASSET MANAGEMENT, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does BUCKINGHAM ASSET MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for BUCKINGHAM 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 BUCKINGHAM ASSET MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.