Form 5500 · Employee benefit plan · OAK BROOK, IL
INSPIRA FINANCIAL TRUST, LLC
INSPIRA FINANCIAL TRUST, LLC of OAK BROOK, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4400066 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,641 | December | $69,762 |
| AETNA LIFE INSURANCE CO. | — | 821 | December | $51,141 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 1,641 | December | $31,944 |
| AETNA LIFE INSURANCE CO. | Health, Dental, Vision | 2,570 | December | $14,352 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 138 | May | $3,208 |
Questions
Who is INSPIRA FINANCIAL TRUST, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, INSPIRA FINANCIAL TRUST, LLC's broker of record is HUB INTERNATIONAL MIDWEST LIMITED.
What insurance carrier does INSPIRA FINANCIAL TRUST, LLC use?
INSPIRA FINANCIAL TRUST, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.
When does INSPIRA FINANCIAL TRUST, LLC's group plan renew?
The most recent Schedule A policy period for INSPIRA FINANCIAL TRUST, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INSPIRA FINANCIAL TRUST, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.