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Form 5500 · Employee benefit plan · MELVILLE, NY

HENRY SCHEIN FINANCIAL SERVICES, LLC

HENRY SCHEIN FINANCIAL SERVICES, LLC of MELVILLE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK and 3 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3082448 · plan 501 · as of Jul 2026

Participants
74
Carriers on file
4
Disclosed commissions
$2,324
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife, Disability74March$1,007
CIGNA HEALTH & LIFE INSURANCE COMPANYDental69March$1,001
VISION SERVICE PLANVision63March$316
CORPORATE COUNSELING ASSOCIATES, INC.8,484March$0

Questions

Who is HENRY SCHEIN FINANCIAL SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, HENRY SCHEIN FINANCIAL SERVICES, LLC's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does HENRY SCHEIN FINANCIAL SERVICES, LLC use?

HENRY SCHEIN FINANCIAL SERVICES, LLC's benefit plan is written through LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, among 4 disclosed carriers.

When does HENRY SCHEIN FINANCIAL SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for HENRY SCHEIN FINANCIAL SERVICES, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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