Form 5500 · Employee benefit plan · CHANDLER, AZ
GENEVA FINANCIAL, LLC
GENEVA FINANCIAL, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through VISION SERVICE PLAN and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1589507 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VISION SERVICE PLAN | Vision | 199 | December | $1,772 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Stop-loss | 231 | December | $0 |
Questions
Who is GENEVA FINANCIAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, GENEVA FINANCIAL, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does GENEVA FINANCIAL, LLC use?
GENEVA FINANCIAL, LLC's benefit plan is written through VISION SERVICE PLAN, among 2 disclosed carriers.
When does GENEVA FINANCIAL, LLC's group plan renew?
The most recent Schedule A policy period for GENEVA 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 GENEVA FINANCIAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.