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Form 5500 · Employee benefit plan · WEST HOLLYWOOD, CA

INVESTCLOUD, INC.

INVESTCLOUD, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS OF NEW JERSEY INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 32-0412640 · plan 503 · as of Jul 2026

Participants
752
Carriers on file
8
Disclosed commissions
$155,152
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth1,259December$132,535
HARTFORD LIFE AND ACCIDENT214December$10,633
METROPOLITAN LIFE INSURANCE COMPANYDental1,250December$9,156
METLIFE LEGAL PLANS125August$2,072
METROPOLITAN GENERAL INSURANCE COMPANY9December$756
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO.Vision1,294December$0
UNUM LIFE INSURANCE COMPANY OF AMERICADisability621December$0
UNUM LIFE INSURANCE COMPANY OF AMERICALife582December$0

Questions

Who is INVESTCLOUD, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, INVESTCLOUD, INC.'s broker of record is WILLIS OF NEW JERSEY INC..

What insurance carrier does INVESTCLOUD, INC. use?

INVESTCLOUD, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 8 disclosed carriers.

When does INVESTCLOUD, INC.'s group plan renew?

The most recent Schedule A policy period for INVESTCLOUD, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from INVESTCLOUD, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.