Form 5500 · Employee benefit plan · CHARLOTTESVILLE, VA
CFA INSTITUTE
CFA INSTITUTE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is NFP INSURANCE SERVICES, INC.. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1386480 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 399 | December | $32,588 |
| ACE AMERICAN INSURANCE COMPANY | — | — | December | $8,903 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision | 383 | December | $0 |
| ANTHEM HEALTH PLANS OF VIRGINIA, INC. | — | 0 | December | $0 |
Questions
Who is CFA INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, CFA INSTITUTE's broker of record is NFP INSURANCE SERVICES, INC..
What insurance carrier does CFA INSTITUTE use?
CFA INSTITUTE's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does CFA INSTITUTE's group plan renew?
The most recent Schedule A policy period for CFA INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CFA INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.