Form 5500 · Employee benefit plan · NASHVILLE, TN
CASTLEROCK ASSET MANAGEMENT, LLC
CASTLEROCK ASSET MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3883479 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 122 | December | $9,202 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental, Vision | 122 | December | $8,893 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 122 | December | $2,459 |
| LEGALPLANS, USA | — | 11 | December | $737 |
Questions
Who is CASTLEROCK ASSET MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CASTLEROCK ASSET MANAGEMENT, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does CASTLEROCK ASSET MANAGEMENT, LLC use?
CASTLEROCK ASSET MANAGEMENT, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does CASTLEROCK ASSET MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for CASTLEROCK ASSET 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 CASTLEROCK ASSET MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.