Form 5500 · Employee benefit plan · NEW YORK, NY
FUNDING RESERVE, LLC
FUNDING RESERVE, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SARA GUTTMAN. Coverage is written through HUMANA INSURANCE COMPANY OF NEW YORK and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1804060 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HUMANA INSURANCE COMPANY OF NEW YORK | Dental, Vision | 456 | September | $283,009 | $46,418 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 212 | September | $73,161 | $6,866 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 912 | November | $61,317 | $3,013 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 933 | September | $64,941 | $1,887 |
Questions
Who is FUNDING RESERVE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FUNDING RESERVE, LLC's broker of record is SARA GUTTMAN.
What insurance carrier does FUNDING RESERVE, LLC use?
FUNDING RESERVE, LLC's benefit plan is written through HUMANA INSURANCE COMPANY OF NEW YORK, among 4 disclosed carriers.
When does FUNDING RESERVE, LLC's group plan renew?
The most recent Schedule A policy period for FUNDING RESERVE, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FUNDING RESERVE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.