Form 5500 · Employee benefit plan · ATLANTA, GA
COPELAND, STAIR, VALZ & LOVELL, LLP
COPELAND, STAIR, VALZ & LOVELL, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICE. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1478339 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 124 | June | $30,415 |
| HCC LIFE INSURANCE COMPANY | Stop-loss | 98 | June | $0 |
Questions
Who is COPELAND, STAIR, VALZ & LOVELL, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, COPELAND, STAIR, VALZ & LOVELL, LLP's broker of record is PATRIOT GROWTH INSURANCE SERVICE.
What insurance carrier does COPELAND, STAIR, VALZ & LOVELL, LLP use?
COPELAND, STAIR, VALZ & LOVELL, LLP's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does COPELAND, STAIR, VALZ & LOVELL, LLP's group plan renew?
The most recent Schedule A policy period for COPELAND, STAIR, VALZ & LOVELL, LLP ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COPELAND, STAIR, VALZ & LOVELL, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.