Form 5500 · Employee benefit plan · NORTON, MA
CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S
Public Form 5500 records show how CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S (NORTON, MA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL NEW ENGLAND. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2789202 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 176 | February | $17,352 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 138 | February | $10,445 |
| GUARDIAN | Dental, Vision | 218 | February | $9,946 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 208 | February | $1,709 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 348 | February | $1,501 |
Questions
Who is CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S's benefits broker?
Per its most recent Form 5500 Schedule A, CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S's broker of record is HUB INTERNATIONAL NEW ENGLAND.
What insurance carrier does CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S use?
CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S's group plan renew?
The most recent Schedule A policy period for CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.