Form 5500 · Employee benefit plan · ROCHESTER, NY
INSERO & CO CPAS, LLP
INSERO & CO CPAS, LLP of ROCHESTER, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CONSILIARIUM GROUP LLC. Coverage is written through EXCELLUS BLUECROSS BLUESHIELD and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1016457 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | Health | 82 | December | $52,106 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Disability | 122 | December | $8,754 |
| EXCELLUS BLUECROSS BLUESHIELD | Dental | 83 | December | $5,457 |
| VISION SERVICE PLAN | Vision | 71 | December | $816 |
| EMPLOYEE ASSISTANCE GROUP | — | 136 | December | $0 |
Questions
Who is INSERO & CO CPAS, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, INSERO & CO CPAS, LLP's broker of record is CONSILIARIUM GROUP LLC.
What insurance carrier does INSERO & CO CPAS, LLP use?
INSERO & CO CPAS, LLP's benefit plan is written through EXCELLUS BLUECROSS BLUESHIELD, among 5 disclosed carriers.
When does INSERO & CO CPAS, LLP's group plan renew?
The most recent Schedule A policy period for INSERO & CO CPAS, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INSERO & CO CPAS, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.