Form 5500 · Employee benefit plan · RICHMOND, VA
CHERRY BEKAERT ADVISORY LLC
Public Form 5500 records show how CHERRY BEKAERT ADVISORY LLC (RICHMOND, VA) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-2730877 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 396 | December | $24,486 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 707 | December | $12,638 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 670 | December | $12,122 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 1,765 | December | $5,944 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 1,823 | December | $2,066 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,823 | December | $279 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 2,272 | December | $0 |
| EVERNORTH CARE SOLUTIONS, INC. | — | 5,948 | December | $0 |
Questions
Who is CHERRY BEKAERT ADVISORY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CHERRY BEKAERT ADVISORY LLC's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does CHERRY BEKAERT ADVISORY LLC use?
CHERRY BEKAERT ADVISORY LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does CHERRY BEKAERT ADVISORY LLC's group plan renew?
The most recent Schedule A policy period for CHERRY BEKAERT ADVISORY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHERRY BEKAERT ADVISORY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.