Form 5500 · Employee benefit plan · ARCADIA, CA
DTF MANAGEMENT AND CONSULTING, LLC
DTF MANAGEMENT AND CONSULTING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ORION RISK MANAGEMENT. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4678058 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 1,490 | December | $8,872 | $331 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,490 | December | $8,074 | $201 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 1,490 | December | $3,611 | $147 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,490 | December | $2,408 | $65 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision | 1,490 | December | $340,332 | $0 |
| AETNA LIFE INSURANCE COMPANY | Health | 2,227 | December | $3,075,334 | $0 |
Questions
Who is DTF MANAGEMENT AND CONSULTING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, DTF MANAGEMENT AND CONSULTING, LLC's broker of record is ORION RISK MANAGEMENT.
What insurance carrier does DTF MANAGEMENT AND CONSULTING, LLC use?
DTF MANAGEMENT AND CONSULTING, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 6 disclosed carriers.
When does DTF MANAGEMENT AND CONSULTING, LLC's group plan renew?
The most recent Schedule A policy period for DTF MANAGEMENT AND CONSULTING, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DTF MANAGEMENT AND CONSULTING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.