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Form 5500 · Employee benefit plan · NEW YORK, NY

COMPLETE DISCOVERY SOURCE

COMPLETE DISCOVERY SOURCE of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PAYCHEX INSURANCE AGENCY INC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0074903 · plan 504 · as of Jul 2026

Participants
184
Carriers on file
2
Disclosed commissions
$126,492
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COMPANYHealth, Dental, Vision319February$114,946
FIRST UNUM LIFE INSURANCE COMPANYLife, Disability191February$11,546

Questions

Who is COMPLETE DISCOVERY SOURCE's benefits broker?

Per its most recent Form 5500 Schedule A, COMPLETE DISCOVERY SOURCE's broker of record is PAYCHEX INSURANCE AGENCY INC.

What insurance carrier does COMPLETE DISCOVERY SOURCE use?

COMPLETE DISCOVERY SOURCE's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does COMPLETE DISCOVERY SOURCE's group plan renew?

The most recent Schedule A policy period for COMPLETE DISCOVERY SOURCE ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COMPLETE DISCOVERY SOURCE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.