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Form 5500 · Employee benefit plan · NEW YORK, NY

CAULDWELL WINGATE COMPANY, LLC

CAULDWELL WINGATE COMPANY, LLC of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is L M KOHN AND COMPANY. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
L M KOHN AND COMPANY
Insurance carrier
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4196323 · plan 001 · as of Jul 2026

Participants
168
Carriers on file
1
Disclosed commissions
$58,007
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY—157December$58,007

Questions

Who is CAULDWELL WINGATE COMPANY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CAULDWELL WINGATE COMPANY, LLC's broker of record is L M KOHN AND COMPANY.

What insurance carrier does CAULDWELL WINGATE COMPANY, LLC use?

CAULDWELL WINGATE COMPANY, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

When does CAULDWELL WINGATE COMPANY, LLC's group plan renew?

The most recent Schedule A policy period for CAULDWELL WINGATE COMPANY, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CAULDWELL WINGATE COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.