Form 5500 · Employee benefit plan · WEST CHESTER, PA
FINANCEWARE HOLDINGS LLC
FINANCEWARE HOLDINGS LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PENTRA, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3847427 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 79 | December | $5,779 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 102 | December | $3,058 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 100 | December | $1,809 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 100 | December | $1,415 |
Questions
Who is FINANCEWARE HOLDINGS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FINANCEWARE HOLDINGS LLC's broker of record is PENTRA, LLC.
What insurance carrier does FINANCEWARE HOLDINGS LLC use?
FINANCEWARE HOLDINGS LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 4 disclosed carriers.
When does FINANCEWARE HOLDINGS LLC's group plan renew?
The most recent Schedule A policy period for FINANCEWARE HOLDINGS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FINANCEWARE HOLDINGS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.