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Form 5500 · Employee benefit plan · PHOENIX, AZ

CHAS ROBERTS AIR CONDITIONING INC

CHAS ROBERTS AIR CONDITIONING INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOVITT AND TOUCHE. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 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 86-0113254 · plan 501 · as of Aug 2026

Participants
720
Carriers on file
3
Disclosed commissions
$32,716
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability698December$191,653$23,535
UNUM INSURANCE COMPANY173December$62,867$6,287
SIGHTCARE, INC.Vision369December$28,943$2,894

Questions

Who is CHAS ROBERTS AIR CONDITIONING INC's benefits broker?

Per its most recent Form 5500 Schedule A, CHAS ROBERTS AIR CONDITIONING INC's broker of record is LOVITT AND TOUCHE.

What insurance carrier does CHAS ROBERTS AIR CONDITIONING INC use?

CHAS ROBERTS AIR CONDITIONING INC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.

When does CHAS ROBERTS AIR CONDITIONING INC's group plan renew?

The most recent Schedule A policy period for CHAS ROBERTS AIR CONDITIONING INC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CHAS ROBERTS AIR CONDITIONING INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.