Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
GLASS LEWIS AND CO. LLC
GLASS LEWIS AND CO. LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3737021 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 103 | December | $2,738 |
| VISION SERVICE PLAN | Vision | 89 | December | $855 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 161 | December | $0 |
Questions
Who is GLASS LEWIS AND CO. LLC's benefits broker?
Per its most recent Form 5500 Schedule A, GLASS LEWIS AND CO. LLC's broker of record is ALLIANT INSURANCE SERVICES, LLC.
What insurance carrier does GLASS LEWIS AND CO. LLC use?
GLASS LEWIS AND CO. LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does GLASS LEWIS AND CO. LLC's group plan renew?
The most recent Schedule A policy period for GLASS LEWIS AND CO. LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GLASS LEWIS AND CO. LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.