Form 5500 · Employee benefit plan · ROMEOVILLE, IL
INDIVIDUAL ADVOCACY GROUP
INDIVIDUAL ADVOCACY GROUP'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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4057568 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 464 | December | $7,670 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 354 | December | $1,619 |
Questions
Who is INDIVIDUAL ADVOCACY GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, INDIVIDUAL ADVOCACY GROUP's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does INDIVIDUAL ADVOCACY GROUP use?
INDIVIDUAL ADVOCACY GROUP's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does INDIVIDUAL ADVOCACY GROUP's group plan renew?
The most recent Schedule A policy period for INDIVIDUAL ADVOCACY GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INDIVIDUAL ADVOCACY GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.