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Form 5500 · Employee benefit plan · WASHINGTON, DC

FISCALNOTE, INC.

FISCALNOTE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0934908 · plan 501 · as of Jul 2026

Participants
461
Carriers on file
3
Disclosed commissions
$37,412
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYVision547December$16,372
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability353December$15,357
UNUM INSURANCE COMPANY108December$5,683

Questions

Who is FISCALNOTE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, FISCALNOTE, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does FISCALNOTE, INC. use?

FISCALNOTE, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does FISCALNOTE, INC.'s group plan renew?

The most recent Schedule A policy period for FISCALNOTE, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FISCALNOTE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.