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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. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0574444 · plan 001 · as of Jul 2026

Participants
3,049
Carriers on file
3
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY2,963December$0
PRINCIPAL LIFE INSURANCE COMPANY2,963December$0
PRINCIPAL LIFE INSURANCE COMPANY0January$0

Questions

What insurance carrier does CHERRY BEKAERT ADVISORY LLC use?

CHERRY BEKAERT ADVISORY LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 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.