Form 5500 · Employee benefit plan · FAIRFAX, VA
EDELMAN FINANCIAL ENGINES, LLC
EDELMAN FINANCIAL ENGINES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HUB INTERNATIONAL MIDWEST LTD. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3250323 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,485 | December | $85,771 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,934 | December | $71,576 |
| RELIASTAR LIFE INSURANCE COMPANY | Stop-loss | 1,286 | December | $50,000 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 106 | December | $32,235 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 220 | December | $12,417 |
| METLIFE LEGAL PLANS | — | 268 | August | $4,862 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 13 | December | $3,576 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 267 | December | $2,419 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 34 | December | $1,124 |
| VSP SERVICE PLAN | Vision | 1,178 | December | $0 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 46 | December | $0 |
| UNUM INSURANCE COMPANY | — | 160 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 37 | December | $0 |
Questions
Who is EDELMAN FINANCIAL ENGINES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, EDELMAN FINANCIAL ENGINES, LLC's broker of record is HUB INTERNATIONAL MIDWEST LTD.
What insurance carrier does EDELMAN FINANCIAL ENGINES, LLC use?
EDELMAN FINANCIAL ENGINES, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 13 disclosed carriers.
When does EDELMAN FINANCIAL ENGINES, LLC's group plan renew?
The most recent Schedule A policy period for EDELMAN FINANCIAL ENGINES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EDELMAN FINANCIAL ENGINES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.