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Form 5500 · Employee benefit plan · NEW YORK, NY

CLARION PARTNERS, LLC

Public Form 5500 records show how CLARION PARTNERS, LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is KLERER FINANCIAL SERVICES INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. 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 13-3379970 · plan 501 · as of Jul 2026

Participants
288
Carriers on file
2
Disclosed commissions
$91,279
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental286December$77,514
NEW YORK LIFELife, Disability268December$13,765

Questions

Who is CLARION PARTNERS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CLARION PARTNERS, LLC's broker of record is KLERER FINANCIAL SERVICES INC.

What insurance carrier does CLARION PARTNERS, LLC use?

CLARION PARTNERS, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does CLARION PARTNERS, LLC's group plan renew?

The most recent Schedule A policy period for CLARION PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CLARION PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.