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Form 5500 · Employee benefit plan · INDEPENDENCE, OH

KURTZ BROS, INC.

KURTZ BROS, INC. of INDEPENDENCE, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 2 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 34-1152347 · plan 501 · as of Jul 2026

Participants
259
Carriers on file
3
Disclosed commissions
$44,211
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYDental, Vision, Life, Disability260December$28,403
UNITED HEALTHCARE INSURANCE COMPANYDental209December$14,051
UNITED HEALTHCARE INSURANCE COMPANYVision340December$1,757

Questions

Who is KURTZ BROS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, KURTZ BROS, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does KURTZ BROS, INC. use?

KURTZ BROS, INC.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does KURTZ BROS, INC.'s group plan renew?

The most recent Schedule A policy period for KURTZ BROS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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