Form 5500 · Employee benefit plan · NAUGATUCK, CT
ION FINANCIAL, MHC
ION FINANCIAL, MHC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HEALTH INSURANCE SERVICES. Coverage is written through UNITED AMERICAN INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 57-1223365 · plan 511 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED AMERICAN INSURANCE COMPANY | Health | 59 | December | $16,211 |
| STANDARD LIFE INSURANCE COMPANY | Life, Disability | 411 | December | $11,978 |
| EXPRESS SCRIPTS, INC. | — | 59 | December | $9,126 |
| FIDELITY SECURITY LIFE INSURANCE CO (EYEMED VISION CARE) | Vision | 347 | December | $2,584 |
| AETNA LIFE INSURANCE COMPANY | Dental | 554 | December | $578 |
Questions
Who is ION FINANCIAL, MHC's benefits broker?
Per its most recent Form 5500 Schedule A, ION FINANCIAL, MHC's broker of record is HEALTH INSURANCE SERVICES.
What insurance carrier does ION FINANCIAL, MHC use?
ION FINANCIAL, MHC's benefit plan is written through UNITED AMERICAN INSURANCE COMPANY, among 5 disclosed carriers.
When does ION FINANCIAL, MHC's group plan renew?
The most recent Schedule A policy period for ION FINANCIAL, MHC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ION FINANCIAL, MHC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.