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Form 5500 · Employee benefit plan · CLEVELAND, OH

DIRECTIONAL CAPITAL, LLC

Public Form 5500 records show how DIRECTIONAL CAPITAL, LLC (CLEVELAND, OH) structures its employee benefits. Its broker of record is THE FEDELI GROUP. Coverage is written through SYMETRA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
THE FEDELI GROUP
Insurance carrier
SYMETRA LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0633034 · plan 501 · as of Jul 2026

Participants
513
Carriers on file
1
Disclosed commissions
$13,462
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SYMETRA LIFE INSURANCE COMPANYLife, Disability0December$13,462

Questions

Who is DIRECTIONAL CAPITAL, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, DIRECTIONAL CAPITAL, LLC's broker of record is THE FEDELI GROUP.

What insurance carrier does DIRECTIONAL CAPITAL, LLC use?

DIRECTIONAL CAPITAL, LLC's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY.

When does DIRECTIONAL CAPITAL, LLC's group plan renew?

The most recent Schedule A policy period for DIRECTIONAL CAPITAL, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from DIRECTIONAL CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.