Form 5500 · Employee benefit plan · GREENWICH, CT
CAVALRY PORTFOLIO SERVICES, LLC
CAVALRY PORTFOLIO SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CHARLES GOODMAN CONSULTING LTD. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0011392 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 107 | December | $12,640 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 81 | December | $12,055 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 236 | May | $4,764 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 74 | December | $2,282 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 256 | December | $1,429 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 249 | December | $1,258 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 10 | December | $0 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Disability | 4 | December | $0 |
| COMPANION LIFE INSURANCE COMPANY | Life | 10 | December | $0 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life | 150 | December | $0 |
| QBE INSURANCE CORPORATION | Stop-loss | 175 | May | $0 |
Questions
Who is CAVALRY PORTFOLIO SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CAVALRY PORTFOLIO SERVICES, LLC's broker of record is CHARLES GOODMAN CONSULTING LTD.
What insurance carrier does CAVALRY PORTFOLIO SERVICES, LLC use?
CAVALRY PORTFOLIO SERVICES, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 11 disclosed carriers.
When does CAVALRY PORTFOLIO SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for CAVALRY PORTFOLIO SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAVALRY PORTFOLIO SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.