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Form 5500 · Employee benefit plan · NEW YORK, NY

KBRA HOLDINGS, LLC

KBRA HOLDINGS, LLC of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 3 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 27-2484015 · plan 501 · as of Jul 2026

Participants
524
Carriers on file
4
Disclosed commissions
$29,002
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST UNUM LIFE INSURANCE COMPANYLife, Disability344December$24,920
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY72December$2,674
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD80December$1,408
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental, Vision632December$0

Questions

Who is KBRA HOLDINGS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, KBRA HOLDINGS, LLC's broker of record is MARSH AND MCLENNAN AGENCY.

What insurance carrier does KBRA HOLDINGS, LLC use?

KBRA HOLDINGS, LLC's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does KBRA HOLDINGS, LLC's group plan renew?

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

Where does this data come from?

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