Form 5500 · Employee benefit plan · LAKE MARY, FL
FINASTRA USA CORPORATION
Public Form 5500 records show how FINASTRA USA CORPORATION of LAKE MARY, FL, a information and media employer, structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0704365 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering vision, life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 851 people.
Reported premium across the insured contracts is $1,045,939, with $11,759 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing — UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, WORKPLACE OPTIONS and PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD among them — with UNUM LIFE INSURANCE COMPANY OF AMERICA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 851 | December | $781,473 | $6,808 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD | — | 141 | December | $27,283 | $4,319 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 41 | December | $13,168 | $595 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 2 | December | $743 | $37 |
| VISION SERVICE PLAN | Vision | 690 | December | $126,886 | $0 |
| WORKPLACE OPTIONS | — | 881 | February | $96,386 | $0 |
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