Form 5500 · Employee benefit plan · MCADENVILLE, NC
GREENLEAVES CAPITAL, LLC
GREENLEAVES CAPITAL, 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 AETNA LIFE INSURANCE CO. and 4 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0419352 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health, Dental, Vision | 273 | April | $9,971 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 250 | April | $7,755 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 66 | April | $3,024 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 66 | April | $2,894 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 66 | April | $266 |
Questions
Who is GREENLEAVES CAPITAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, GREENLEAVES CAPITAL, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does GREENLEAVES CAPITAL, LLC use?
GREENLEAVES CAPITAL, LLC's benefit plan is written through AETNA LIFE INSURANCE CO., among 5 disclosed carriers.
When does GREENLEAVES CAPITAL, LLC's group plan renew?
The most recent Schedule A policy period for GREENLEAVES CAPITAL, LLC ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GREENLEAVES CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.