Form 5500 · Employee benefit plan · PLANTATION, FL
CASTLE MANAGEMENT LLC
CASTLE MANAGEMENT LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1608997 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 353 | December | $53,347 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 1,188 | December | $48,378 |
| STANDARD INSURANCE COMPANY | Life | 2,384 | December | $22,790 |
Questions
Who is CASTLE MANAGEMENT LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CASTLE MANAGEMENT LLC's broker of record is MARSH AND MCLENNAN AGENCY.
What insurance carrier does CASTLE MANAGEMENT LLC use?
CASTLE MANAGEMENT LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does CASTLE MANAGEMENT LLC's group plan renew?
The most recent Schedule A policy period for CASTLE MANAGEMENT LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CASTLE MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.