form5500lookup

Form 5500 · Employee benefit plan · NEW YORK, NY

CAULDWELL WINGATE COMPANY, LLC

CAULDWELL WINGATE COMPANY, LLC'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 AETNA LIFE INSURANCE CO. and 3 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 13-4196323 · plan 501 · as of Jul 2026

Participants
105
Carriers on file
4
Disclosed commissions
$16,617
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE CO.Dental, Vision156December$6,496
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDisability89December$4,309
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK89December$3,208
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife89December$2,604

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 EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does CAULDWELL WINGATE COMPANY, LLC use?

CAULDWELL WINGATE COMPANY, LLC's benefit plan is written through AETNA LIFE INSURANCE CO., among 4 disclosed carriers.

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.