Form 5500 · Employee benefit plan · NEW YORK, NY
FOCUS PARTNERS WEALTH, LLC
Public Form 5500 records show how FOCUS PARTNERS WEALTH, LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is RISK PLACEMENT SERVICES. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0751149 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,603 | December | $1,122,312 | $119,893 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 1,603 | December | $17,062,667 | $-1,186 |
Questions
Who is FOCUS PARTNERS WEALTH, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FOCUS PARTNERS WEALTH, LLC's broker of record is RISK PLACEMENT SERVICES.
What insurance carrier does FOCUS PARTNERS WEALTH, LLC use?
FOCUS PARTNERS WEALTH, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does FOCUS PARTNERS WEALTH, LLC's group plan renew?
The most recent Schedule A policy period for FOCUS PARTNERS WEALTH, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FOCUS PARTNERS WEALTH, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.