Form 5500 · Employee benefit plan · EL SEGUNDO, CA
CV3 FINANCIAL SERVICES, LLC
CV3 FINANCIAL SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-2372779 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 189 | August | $150,876 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 339 | August | $50,057 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 202 | August | $27,781 |
| VISION SERVICE PLAN | Vision | 209 | August | $4,689 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 48 | August | $1,446 |
Questions
Who is CV3 FINANCIAL SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CV3 FINANCIAL SERVICES, LLC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does CV3 FINANCIAL SERVICES, LLC use?
CV3 FINANCIAL SERVICES, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does CV3 FINANCIAL SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for CV3 FINANCIAL SERVICES, LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CV3 FINANCIAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.