Form 5500 · Employee benefit plan · RICHMOND, VA
CARY STREET PARTNERS FINANCIAL LLC
CARY STREET PARTNERS FINANCIAL LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES A SCOTT & SON INC. Coverage is written through DELTA DENTAL OF VIRGINIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0544286 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF VIRGINIA | Dental | 308 | December | $7,819 |
| VISION SERVICE PLAN | Vision | 110 | December | $4,008 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 157 | December | $0 |
| AETNA LIFE INSURANCE CO. | Stop-loss | 127 | December | $0 |
Questions
Who is CARY STREET PARTNERS FINANCIAL LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARY STREET PARTNERS FINANCIAL LLC's broker of record is JAMES A SCOTT & SON INC.
What insurance carrier does CARY STREET PARTNERS FINANCIAL LLC use?
CARY STREET PARTNERS FINANCIAL LLC's benefit plan is written through DELTA DENTAL OF VIRGINIA, among 4 disclosed carriers.
When does CARY STREET PARTNERS FINANCIAL LLC's group plan renew?
The most recent Schedule A policy period for CARY STREET PARTNERS FINANCIAL LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARY STREET PARTNERS FINANCIAL LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.