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Form 5500 · Employee benefit plan · MCHENRY, IL

FOLLETT SOFTWARE, LLC

FOLLETT SOFTWARE, LLC of MCHENRY, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LINCOLN NATIONAL LIFE 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 41-1426933 · plan 501 · as of Jul 2026

Participants
906
Carriers on file
3
Disclosed commissions
$64,124
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability418December$58,368
VISION PLAN SERVICEVision658March$5,756
CIGNAHEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental27December$0

Questions

Who is FOLLETT SOFTWARE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, FOLLETT SOFTWARE, LLC's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does FOLLETT SOFTWARE, LLC use?

FOLLETT SOFTWARE, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does FOLLETT SOFTWARE, LLC's group plan renew?

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

Where does this data come from?

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