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Form 5500 · Employee benefit plan · PHOENIX, AZ

GALLAGHER & KENNEDY, P.A

Public Form 5500 records show how GALLAGHER & KENNEDY, P.A (PHOENIX, AZ) structures its employee benefits. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA 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 86-0489397 · plan 501 · as of Jul 2026

Participants
121
Carriers on file
3
Disclosed commissions
$97,822
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF ARIZONAHealth146December$85,332
STANDARD INSURANCE COMPANYLife119December$11,712
METROPOLITAN LIFE INSURANCE COMPANYVision111December$778

Questions

Who is GALLAGHER & KENNEDY, P.A's benefits broker?

Per its most recent Form 5500 Schedule A, GALLAGHER & KENNEDY, P.A's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.

What insurance carrier does GALLAGHER & KENNEDY, P.A use?

GALLAGHER & KENNEDY, P.A's benefit plan is written through BLUE CROSS BLUE SHIELD OF ARIZONA, among 3 disclosed carriers.

When does GALLAGHER & KENNEDY, P.A's group plan renew?

The most recent Schedule A policy period for GALLAGHER & KENNEDY, P.A ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GALLAGHER & KENNEDY, P.A's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.