Form 5500 · Employee benefit plan · THOUSAND OAKS, CA
JONESTRADING INSTITUTIONAL SERVICES LLC
JONESTRADING INSTITUTIONAL SERVICES LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0484896 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental, Vision | 142 | December | $146,849 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 163 | December | $1,940 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 163 | December | $1,940 |
Questions
Who is JONESTRADING INSTITUTIONAL SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, JONESTRADING INSTITUTIONAL SERVICES LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does JONESTRADING INSTITUTIONAL SERVICES LLC use?
JONESTRADING INSTITUTIONAL SERVICES LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 3 disclosed carriers.
When does JONESTRADING INSTITUTIONAL SERVICES LLC's group plan renew?
The most recent Schedule A policy period for JONESTRADING INSTITUTIONAL SERVICES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JONESTRADING INSTITUTIONAL SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.