Form 5500 · Employee benefit plan · NEW YORK, NY
FORA FINANCIAL, LLC
Public Form 5500 records show how FORA FINANCIAL, LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is HILB GROUP OF NEW YORK. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0393753 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 253 | December | $82,073 |
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 231 | December | $15,159 |
Questions
Who is FORA FINANCIAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FORA FINANCIAL, LLC's broker of record is HILB GROUP OF NEW YORK.
What insurance carrier does FORA FINANCIAL, LLC use?
FORA FINANCIAL, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does FORA FINANCIAL, LLC's group plan renew?
The most recent Schedule A policy period for FORA FINANCIAL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FORA FINANCIAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.