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Form 5500 · Employee benefit plan · ORLANDO, FL

DANIEL J NEWLIN, PA

DANIEL J NEWLIN, PA of ORLANDO, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RICHARD S BERNSTEIN & ASSOC INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0084319 · plan 501 · as of Jul 2026

Participants
365
Carriers on file
4
Disclosed commissions
$37,362
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability352May$14,380
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental362May$12,940
CONTINENTAL AMERICAN INSURANCE COMPANY81May$7,232
FIDELITY SECURITY LIFE INSURANCE COMPANYVision389May$2,810

Questions

Who is DANIEL J NEWLIN, PA's benefits broker?

Per its most recent Form 5500 Schedule A, DANIEL J NEWLIN, PA's broker of record is RICHARD S BERNSTEIN & ASSOC INC.

What insurance carrier does DANIEL J NEWLIN, PA use?

DANIEL J NEWLIN, PA's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.

When does DANIEL J NEWLIN, PA's group plan renew?

The most recent Schedule A policy period for DANIEL J NEWLIN, PA ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from DANIEL J NEWLIN, PA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.