Form 5500 · Employee benefit plan · WHEATON, IL
FIRST TRUST PORTFOLIOS L.P.
Public Form 5500 records show how FIRST TRUST PORTFOLIOS L.P. (WHEATON, IL) structures its employee benefits. Its broker of record is NFP CORPORATE SERVICES NY LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3768815 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 122 | December | $3,997 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 99 | December | $1,944 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 1,125 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,125 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 1,125 | December | $0 |
| AMERITAS LIFE INSURANCE CORPORATION | Vision | 1,520 | December | $0 |
Questions
Who is FIRST TRUST PORTFOLIOS L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, FIRST TRUST PORTFOLIOS L.P.'s broker of record is NFP CORPORATE SERVICES NY LLC.
What insurance carrier does FIRST TRUST PORTFOLIOS L.P. use?
FIRST TRUST PORTFOLIOS L.P.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does FIRST TRUST PORTFOLIOS L.P.'s group plan renew?
The most recent Schedule A policy period for FIRST TRUST PORTFOLIOS L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST TRUST PORTFOLIOS L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.