Form 5500 · Employee benefit plan · CLEARWATER, FL
ES INVESTMENTS, LLC
Public Form 5500 records show how ES INVESTMENTS, LLC (CLEARWATER, FL) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HEALTH OPTIONS, INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0804681 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH OPTIONS, INC. | Health | 64 | December | $29,116 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 124 | December | $14,677 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 13 | December | $8,511 |
Questions
Who is ES INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ES INVESTMENTS, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does ES INVESTMENTS, LLC use?
ES INVESTMENTS, LLC's benefit plan is written through HEALTH OPTIONS, INC., among 3 disclosed carriers.
When does ES INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for ES INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ES INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.