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Form 5500 · Employee benefit plan · BAY CITY, MI

CALGARY SERVICES, LLC

CALGARY SERVICES, LLC of BAY CITY, MI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VALLEY UNITED INSURANCE AGENCY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. 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 80-0111766 · plan 502 · as of Jul 2026

Participants
140
Carriers on file
1
Disclosed commissions
$592
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife132December$592

Questions

Who is CALGARY SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CALGARY SERVICES, LLC's broker of record is VALLEY UNITED INSURANCE AGENCY.

What insurance carrier does CALGARY SERVICES, LLC use?

CALGARY SERVICES, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

When does CALGARY SERVICES, LLC's group plan renew?

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

Where does this data come from?

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