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Form 5500 · Employee benefit plan · RYE BROOK, NY

CONCIERGE RETIREMENT SERVICES, INC.

CONCIERGE RETIREMENT SERVICES, INC. of RYE BROOK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2945975 · plan 002 · as of Jul 2026

Participants
16
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYLife1December$0

Questions

What insurance carrier does CONCIERGE RETIREMENT SERVICES, INC. use?

CONCIERGE RETIREMENT SERVICES, INC.'s benefit plan is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

When does CONCIERGE RETIREMENT SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for CONCIERGE RETIREMENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CONCIERGE RETIREMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.