Form 5500 · Employee benefit plan · MACHESNEY PARK, IL
EXPERITY, INC
EXPERITY, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2016532 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 544 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 544 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 349 | December | $0 |
| VISION SERVICE PLAN | Vision | 418 | December | $0 |
| TOKIO MARINE HCC | Stop-loss | 451 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 132 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 159 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 74 | December | $0 |
Questions
Who is EXPERITY, INC's benefits broker?
Per its most recent Form 5500 Schedule A, EXPERITY, INC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does EXPERITY, INC use?
EXPERITY, INC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does EXPERITY, INC's group plan renew?
The most recent Schedule A policy period for EXPERITY, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EXPERITY, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.