Form 5500 · Employee benefit plan · NASHVILLE, TN
I3 VERTICALS MANAGEMENT SERVICES, INC.
I3 VERTICALS MANAGEMENT SERVICES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0847828 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 1,198 | December | $132,939 |
| CALIFORNIACHOICE | Health | 0 | December | $9,151 |
Questions
Who is I3 VERTICALS MANAGEMENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, I3 VERTICALS MANAGEMENT SERVICES, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does I3 VERTICALS MANAGEMENT SERVICES, INC. use?
I3 VERTICALS MANAGEMENT SERVICES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does I3 VERTICALS MANAGEMENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for I3 VERTICALS MANAGEMENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from I3 VERTICALS MANAGEMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.