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Form 5500 · Employee benefit plan · NEW YORK, NY

CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN

CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 6 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 13-4986540 · plan 501 · as of Jul 2026

Participants
119
Carriers on file
7
Disclosed commissions
$356,403
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth, Dental, Vision136December$334,241
FIRST UNUM LIFE INSURANCE COMPANYDisability105December$9,489
FIRST UNUM LIFE INSURANCE COMPANY76December$4,509
FIRST UNUM LIFE INSURANCE COMPANYLife113January$3,518
FIRST UNUM LIFE INSURANCE COMPANY44December$2,676
AETNA LIFE INSURANCE COMPANYDental71December$1,290
FEDERAL INSURANCE COMPANY113March$680

Questions

Who is CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's benefits broker?

Per its most recent Form 5500 Schedule A, CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN use?

CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.

When does CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's group plan renew?

The most recent Schedule A policy period for CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.