Form 5500 · Employee benefit plan · CHARLOTTE, NC
ESA MANAGEMENT, LLC
ESA MANAGEMENT, LLC of CHARLOTTE, NC 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 LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-1015925 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 3,598 | December | $93,178 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 2,842 | December | $38,886 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 3,441 | December | $1,446 |
| MAGELLAN HEALTH | — | 4,900 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,858 | December | $0 |
Questions
Who is ESA MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ESA MANAGEMENT, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does ESA MANAGEMENT, LLC use?
ESA MANAGEMENT, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does ESA MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for ESA MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ESA MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.