Form 5500 · Employee benefit plan · MEMPHIS, TN
ENVOLVE CLIENT SERVICES GROUP, LLC
ENVOLVE CLIENT SERVICES GROUP, LLC of MEMPHIS, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0499458 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 553 | December | $31,608 |
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Dental, Vision | 455 | December | $0 |
Questions
Who is ENVOLVE CLIENT SERVICES GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ENVOLVE CLIENT SERVICES GROUP, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does ENVOLVE CLIENT SERVICES GROUP, LLC use?
ENVOLVE CLIENT SERVICES GROUP, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does ENVOLVE CLIENT SERVICES GROUP, LLC's group plan renew?
The most recent Schedule A policy period for ENVOLVE CLIENT SERVICES GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ENVOLVE CLIENT SERVICES GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.