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Form 5500 · Employee benefit plan · ORLANDO, FL

CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC

CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AMERIPRISE FINANCIAL SERVICES, INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in September.

Benefits broker of record
AMERIPRISE FINANCIAL SERVICES, INC.
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1792270 · plan 001 · as of Jul 2026

Participants
169
Carriers on file
1
Disclosed commissions
$3,521
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—162September$3,521

Questions

Who is CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's broker of record is AMERIPRISE FINANCIAL SERVICES, INC..

What insurance carrier does CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC use?

CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's group plan renew?

The most recent Schedule A policy period for CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.