Form 5500 · Employee benefit plan · OVERLAND PARK, KS
CREATIVE PLANNING, INC.
Public Form 5500 records show how CREATIVE PLANNING, INC. (OVERLAND PARK, KS) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1270780 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | — | December | $79,403 |
Questions
Who is CREATIVE PLANNING, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CREATIVE PLANNING, INC.'s broker of record is USI INSURANCE SERVICES.
What insurance carrier does CREATIVE PLANNING, INC. use?
CREATIVE PLANNING, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
When does CREATIVE PLANNING, INC.'s group plan renew?
The most recent Schedule A policy period for CREATIVE PLANNING, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CREATIVE PLANNING, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.