Form 5500 · Employee benefit plan · TAMPA, FL
CONNECTWISE, LLC
CONNECTWISE, LLC of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through AETNA 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 82-1582035 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | — | 608 | December | $57,962 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,138 | December | $40,032 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 36 | December | $28,562 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 2,440 | December | $24,903 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 2 | December | $150 |
Questions
Who is CONNECTWISE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CONNECTWISE, LLC's broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does CONNECTWISE, LLC use?
CONNECTWISE, LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does CONNECTWISE, LLC's group plan renew?
The most recent Schedule A policy period for CONNECTWISE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CONNECTWISE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.