Form 5500 · Employee benefit plan · CORNELIUS, NC
FINANCIAL INDEPENDENCE GROUP, LLC
FINANCIAL INDEPENDENCE GROUP, LLC of CORNELIUS, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES A SCOTT & SON INC. Coverage is written through DELTA DENTAL OF NORTH CAROLINA and 8 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1346906 · plan 502 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF NORTH CAROLINA | Dental | 320 | August | $128,802 | $11,753 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 80 | August | $32,641 | $4,896 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 203 | August | $27,566 | $4,135 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 186 | August | $14,284 | $3,186 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 224 | August | $18,358 | $2,754 |
| 1-800MD, LLC | — | 37 | December | $3,434 | $1,175 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 46 | August | $7,188 | $1,073 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 23 | August | $4,859 | $739 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 203 | August | $3,474 | $521 |
Questions
Who is FINANCIAL INDEPENDENCE GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FINANCIAL INDEPENDENCE GROUP, LLC's broker of record is JAMES A SCOTT & SON INC.
What insurance carrier does FINANCIAL INDEPENDENCE GROUP, LLC use?
FINANCIAL INDEPENDENCE GROUP, LLC's benefit plan is written through DELTA DENTAL OF NORTH CAROLINA, among 9 disclosed carriers.
When does FINANCIAL INDEPENDENCE GROUP, LLC's group plan renew?
The most recent Schedule A policy period for FINANCIAL INDEPENDENCE GROUP, LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FINANCIAL INDEPENDENCE GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.