form5500lookup

Form 5500 · Employee benefit plan · THOUSAND OAKS, CA

JONESTRADING INSTITUTIONAL SERVICES LLC

JONESTRADING INSTITUTIONAL SERVICES LLC of THOUSAND OAKS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
EMPOWER ANNUITY INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0484896 · plan 006 · as of Jul 2026

Participants
200
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY—142December$0

Questions

What insurance carrier does JONESTRADING INSTITUTIONAL SERVICES LLC use?

JONESTRADING INSTITUTIONAL SERVICES LLC's benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY.

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.