Form 5500 · Employee benefit plan · SEATTLE, WA
CLISE AGENCY, INC.
CLISE AGENCY, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is M HOLDINGS SECURITIES INC. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0839938 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 95 | December | $43,135 |
Questions
Who is CLISE AGENCY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CLISE AGENCY, INC.'s broker of record is M HOLDINGS SECURITIES INC.
What insurance carrier does CLISE AGENCY, INC. use?
CLISE AGENCY, INC.'s benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
When does CLISE AGENCY, INC.'s group plan renew?
The most recent Schedule A policy period for CLISE AGENCY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLISE AGENCY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.