Form 5500 · Employee benefit plan · HOLBROOK, NY
LATIUM INVESTMENTS PARTNERSHIP
The filing calls this plan LATIUM INVESTMENTS PARTNERSHIP EMPLOYEE BENEFITS PLAN.
LATIUM INVESTMENTS PARTNERSHIP of HOLBROOK, NY is a 191-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-3007446 · plan 501 · plan year 2025, filed Jun 18, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 389 people.
Reported premium across the insured contracts is $3,974,248, with $139,627 in disclosed broker commissions — about 3.5% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in July. The plan is on a split renewal cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 2 contracts.
Two carriers split the book: AETNA LIFE INSURANCE COMPANY and STANDARD LIFE INS CO OF NY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 389 | Jan 1, 2026 | $3,745,491 | $129,770 |
| STANDARD LIFE INS CO OF NY | Life, Disability | 330 | Aug 1, 2025 | $228,757 | $9,857 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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