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Form 5500 · Employee benefit plan · CAMILLUS, NY

HEARTH MANAGEMENT, LLC

Public Form 5500 records show how HEARTH MANAGEMENT, LLC (CAMILLUS, NY) structures its employee benefits. Its broker of record is BURNHAM FINANCIAL SERVICES. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1584917 · plan 501 · as of Jul 2026

Participants
126
Carriers on file
2
Disclosed commissions
$31,128
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BLUE CROSS BLUE SHIELDHealth36June$23,905
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability44June$7,223

Questions

Who is HEARTH MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, HEARTH MANAGEMENT, LLC's broker of record is BURNHAM FINANCIAL SERVICES.

What insurance carrier does HEARTH MANAGEMENT, LLC use?

HEARTH MANAGEMENT, LLC's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 2 disclosed carriers.

When does HEARTH MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for HEARTH MANAGEMENT, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HEARTH MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.