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Form 5500 · Employee benefit plan · MANAKIN SABOT, VA

CALDWELL AND GREGORY, LLC.

Public Form 5500 records show how CALDWELL AND GREGORY, LLC. (MANAKIN SABOT, VA) structures its employee benefits. Its broker of record is ALLIANT INS SERVICES INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3497193 · plan 505 · as of Jul 2026

Participants
216
Carriers on file
5
Disclosed commissions
$50,447
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental574December$20,563
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability222December$19,401
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBSHealth492December$9,051
EYEMED VISION CAREVision316December$1,432
ACE AMERICAN INSURANCE COMPANY0April$0

Questions

Who is CALDWELL AND GREGORY, LLC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CALDWELL AND GREGORY, LLC.'s broker of record is ALLIANT INS SERVICES INC.

What insurance carrier does CALDWELL AND GREGORY, LLC. use?

CALDWELL AND GREGORY, LLC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does CALDWELL AND GREGORY, LLC.'s group plan renew?

The most recent Schedule A policy period for CALDWELL AND GREGORY, LLC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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