form5500lookup

Form 5500 · Employee benefit plan · SAN JUAN, PR

CONSULTIVA WEALTH MANAGEMENT CORP

Public Form 5500 records show how CONSULTIVA WEALTH MANAGEMENT CORP (SAN JUAN, PR) structures its employee benefits. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
EMPOWER ANNUITY INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0569863 · plan 001 · as of Jul 2026

Participants
20
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY—2December$0

Questions

What insurance carrier does CONSULTIVA WEALTH MANAGEMENT CORP use?

CONSULTIVA WEALTH MANAGEMENT CORP's benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY.

When does CONSULTIVA WEALTH MANAGEMENT CORP's group plan renew?

The most recent Schedule A policy period for CONSULTIVA WEALTH MANAGEMENT CORP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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