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Form 5500 · Employee benefit plan · NEW YORK, NY

CONTINENTAL STOCK TRANSFER & TRUST CO.

Public Form 5500 records show how CONTINENTAL STOCK TRANSFER & TRUST CO. (NEW YORK, NY) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 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 13-2780552 · plan 501 · as of Jul 2026

Participants
153
Carriers on file
5
Disclosed commissions
$19,655
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth190December$11,510
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDisability68December$3,023
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife65December$2,803
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK76December$2,319
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth160December$0

Questions

Who is CONTINENTAL STOCK TRANSFER & TRUST CO.'s benefits broker?

Per its most recent Form 5500 Schedule A, CONTINENTAL STOCK TRANSFER & TRUST CO.'s broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does CONTINENTAL STOCK TRANSFER & TRUST CO. use?

CONTINENTAL STOCK TRANSFER & TRUST CO.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.

When does CONTINENTAL STOCK TRANSFER & TRUST CO.'s group plan renew?

The most recent Schedule A policy period for CONTINENTAL STOCK TRANSFER & TRUST CO. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CONTINENTAL STOCK TRANSFER & TRUST CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.