Form 5500 · Employee benefit plan · SUMNER, WA
INVESTCO INSURANCE TRUST
INVESTCO INSURANCE TRUST of SUMNER, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALERA GROUP, INC. Coverage is written through HCC LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-6318349 · plan 550 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | Stop-loss | 623 | December | $0 |
| CURALINC, LLC D.B.A. CURALINC HEALTHCARE | — | 970 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 482 | December | $0 |
Questions
Who is INVESTCO INSURANCE TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, INVESTCO INSURANCE TRUST's broker of record is ALERA GROUP, INC.
What insurance carrier does INVESTCO INSURANCE TRUST use?
INVESTCO INSURANCE TRUST's benefit plan is written through HCC LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does INVESTCO INSURANCE TRUST's group plan renew?
The most recent Schedule A policy period for INVESTCO INSURANCE TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INVESTCO INSURANCE TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.