Form 5500 · Employee benefit plan · ORLANDO, FL
CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC
Public Form 5500 records show how CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC (ORLANDO, FL) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4169415 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 118 | December | $1,332 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 9 | December | $73 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 1 | December | $65 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental | 91 | December | $0 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 156 | December | $0 |
Questions
Who is CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC's broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC use?
CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.