Form 5500 · Employee benefit plan · MARION, IN
CAREY SERVICES, INC.
Public Form 5500 records show how CAREY SERVICES, INC. (MARION, IN) structures its employee benefits. Its broker of record is OSAIC FA INC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0965642 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 92 | June | $2,310 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 1 | June | $28 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 141 | June | $0 |
Questions
Who is CAREY SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CAREY SERVICES, INC.'s broker of record is OSAIC FA INC.
What insurance carrier does CAREY SERVICES, INC. use?
CAREY SERVICES, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does CAREY SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for CAREY SERVICES, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAREY SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.