Form 5500 · Employee benefit plan · SARASOTA, FL
CROWN CAPITAL MGMT
CROWN CAPITAL MGMT of SARASOTA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1401268 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 386 | December | $35,396 |
| HEALTH OPTIONS, INC. | Health | 84 | December | $21,150 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 0 | December | $7,766 |
Questions
Who is CROWN CAPITAL MGMT's benefits broker?
Per its most recent Form 5500 Schedule A, CROWN CAPITAL MGMT's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does CROWN CAPITAL MGMT use?
CROWN CAPITAL MGMT's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does CROWN CAPITAL MGMT's group plan renew?
The most recent Schedule A policy period for CROWN CAPITAL MGMT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CROWN CAPITAL MGMT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.