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Form 5500 · Employee benefit plan · KIRKLAND, WA

CONCENTRIC ADVISORS

Public Form 5500 records show how CONCENTRIC ADVISORS (KIRKLAND, WA) structures its employee benefits. Its broker of record is ARMFIELD HARRISON & THOMAS, LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. 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 83-3889131 · plan 501 · as of Jul 2026

Participants
254
Carriers on file
3
Disclosed commissions
$20,042
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Life, Disability438December$17,797
VISION SERVICE PLANVision221December$1,805
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth1December$440

Questions

Who is CONCENTRIC ADVISORS's benefits broker?

Per its most recent Form 5500 Schedule A, CONCENTRIC ADVISORS's broker of record is ARMFIELD HARRISON & THOMAS, LLC.

What insurance carrier does CONCENTRIC ADVISORS use?

CONCENTRIC ADVISORS's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does CONCENTRIC ADVISORS's group plan renew?

The most recent Schedule A policy period for CONCENTRIC ADVISORS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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