Form 5500 · Employee benefit plan · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC
Public Form 5500 records show how CLARK CAPITAL MANAGEMENT GROUP INC (PHILADELPHIA, PA) structures its employee benefits. Its broker of record is BIRCH BENEFITS, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2420504 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 152 | December | $4,906 |
| GUARDIAN | Dental, Vision | 132 | December | $0 |
Questions
Who is CLARK CAPITAL MANAGEMENT GROUP INC's benefits broker?
Per its most recent Form 5500 Schedule A, CLARK CAPITAL MANAGEMENT GROUP INC's broker of record is BIRCH BENEFITS, LLC.
What insurance carrier does CLARK CAPITAL MANAGEMENT GROUP INC use?
CLARK CAPITAL MANAGEMENT GROUP INC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does CLARK CAPITAL MANAGEMENT GROUP INC's group plan renew?
The most recent Schedule A policy period for CLARK CAPITAL MANAGEMENT GROUP INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLARK CAPITAL MANAGEMENT GROUP INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.