Form 5500 · Employee benefit plan · DENVER, CO
CARIBOU FINANCIAL, INC.
CARIBOU FINANCIAL, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3931039 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 294 | December | $6,807 |
| PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | — | 32 | December | $1,184 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 490 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 355 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 4 | December | $0 |
| SPRING HEALTH | — | 2,660 | December | $0 |
| VISION SERVICE PLAN | Vision | 248 | December | $0 |
Questions
Who is CARIBOU FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CARIBOU FINANCIAL, INC.'s broker of record is ALLIANT INSURANCE SERVICES, LLC.
What insurance carrier does CARIBOU FINANCIAL, INC. use?
CARIBOU FINANCIAL, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 7 disclosed carriers.
When does CARIBOU FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for CARIBOU FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARIBOU FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.