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Form 5500 · Employee benefit plan · PHOENIX, AZ

GALLAGHER & KENNEDY, P.A.

The filing calls this plan GALLAGHER & KENNEDY, P.A. LONG TERM DISABILITY INCOME PLAN.

GALLAGHER & KENNEDY, P.A. of PHOENIX, AZ is a 120-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CBIZ BENEFITS 7 INSURANCE SERVICES. Coverage is written through HARTFORD LIFE AND ACCIDENT. The plan's most recent policy period ended in December.

Benefits broker of record
CBIZ BENEFITS 7 INSURANCE SERVICES
Insurance carrier
HARTFORD LIFE AND ACCIDENT
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0489397 · plan 503 · plan year 2025, filed Jul 21, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
120
Active at start of year
120
Active at end of year
116
Disclosed commissions
$12,616
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 501
Dentaldeclared under plan 502
Visiondeclared under plan 501
Lifedeclared under plan 501
Disabilityinsured — HARTFORD LIFE AND ACCIDENT119 of 120 participants (99%)

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, disability, through HARTFORD LIFE AND ACCIDENT, covering 119 people.

Reported premium across the insured contracts is $12,616, with $12,616 in disclosed broker commissions — about 100% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTDisability119Jan 1, 2025$12,616$12,616

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 3 Schedule A contractsRenews ~Feb 1Dental Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Profit Sharing And 401(K) PlanForm 5500 filing · no insured Schedule A contracts

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