Form 5500 · Employee benefit plan · NEW YORK, NY
CITRIN COOPERMAN AND COMPANY L.L.P.
CITRIN COOPERMAN AND COMPANY L.L.P.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON SPECIALTIES, LLC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2428965 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 2,301 | December | $65,851 |
| FEDERAL INSURANCE COMPANY | — | 2,301 | September | $2,235 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY | Vision | 2,765 | December | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 3,062 | December | $0 |
Questions
Who is CITRIN COOPERMAN AND COMPANY L.L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, CITRIN COOPERMAN AND COMPANY L.L.P.'s broker of record is LOCKTON SPECIALTIES, LLC.
What insurance carrier does CITRIN COOPERMAN AND COMPANY L.L.P. use?
CITRIN COOPERMAN AND COMPANY L.L.P.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does CITRIN COOPERMAN AND COMPANY L.L.P.'s group plan renew?
The most recent Schedule A policy period for CITRIN COOPERMAN AND COMPANY L.L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CITRIN COOPERMAN AND COMPANY L.L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.