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Form 5500 · Employee benefit plan · CLEVELAND, TN

FAMILY RESOURCE AGENCY, INC.

FAMILY RESOURCE AGENCY, INC. of CLEVELAND, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC DBA. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0876593 · plan 501 · as of Jul 2026

Participants
303
Carriers on file
2
Disclosed commissions
$17,432
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA LIFE INSURANCE COMPANYLife294August$13,478
TRANSAMERICA LIFE INSURANCE COMPANY67August$3,954

Questions

Who is FAMILY RESOURCE AGENCY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, FAMILY RESOURCE AGENCY, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC DBA.

What insurance carrier does FAMILY RESOURCE AGENCY, INC. use?

FAMILY RESOURCE AGENCY, INC.'s benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does FAMILY RESOURCE AGENCY, INC.'s group plan renew?

The most recent Schedule A policy period for FAMILY RESOURCE AGENCY, INC. ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FAMILY RESOURCE AGENCY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.