Form 5500 · Employee benefit plan · FORT MILL, SC
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES of FORT MILL, SC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-4489444 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 70 | November | $8,562 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 195 | November | $7,494 |
| UNUM INSURANCE COMPANY | — | 21 | November | $1,675 |
| UNUM INSURANCE COMPANY | — | 33 | November | $1,306 |
| VISION SERVICE PLAN | Vision | 168 | November | $1,267 |
| UNUM INSURANCE COMPANY | — | 27 | November | $1,086 |
| DELTA DENTAL OF NORTH CAROLINA | Dental | 389 | November | $483 |
Questions
Who is FINANCIAL RESOURCES GROUP INVESTMENT SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, FINANCIAL RESOURCES GROUP INVESTMENT SERVICES's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does FINANCIAL RESOURCES GROUP INVESTMENT SERVICES use?
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does FINANCIAL RESOURCES GROUP INVESTMENT SERVICES's group plan renew?
The most recent Schedule A policy period for FINANCIAL RESOURCES GROUP INVESTMENT SERVICES ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FINANCIAL RESOURCES GROUP INVESTMENT SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.