Form 5500 · Employee benefit plan · KIRKLAND, WA
CONCENTRIC ADVISORS, INC.
Public Form 5500 records show how CONCENTRIC ADVISORS, INC. (KIRKLAND, WA) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3389131 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 492 | December | $18,755 |
| VISION SERVICE PLAN | Vision | 253 | December | $2,215 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 1 | June | $225 |
| WORKPLACE OPTIONS | — | 295 | December | $0 |
| HEADSPACE | — | 295 | December | $0 |
Questions
Who is CONCENTRIC ADVISORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CONCENTRIC ADVISORS, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does CONCENTRIC ADVISORS, INC. use?
CONCENTRIC ADVISORS, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does CONCENTRIC ADVISORS, INC.'s group plan renew?
The most recent Schedule A policy period for CONCENTRIC ADVISORS, INC. 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, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.