Form 5500 · Employee benefit plan · HOLBROOK, NY
LATIUM INVESTMENTS PARTNERSHIP
The filing calls this plan LATIUM INVESTMENTS PARTNERSHIP LIFE AND DISABILITY PLAN.
Public Form 5500 records show how LATIUM INVESTMENTS PARTNERSHIP of HOLBROOK, NY, a manufacturing employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through STANDARD LIFE INS CO OF NY 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 503 · plan year 2024, filed Jul 28, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 life and disability; the largest, with STANDARD LIFE INS CO OF NY, covers 361 people.
Reported premium across the insured contracts is $98,666, with $5,878 in disclosed broker commissions — about 6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: STANDARD LIFE INS CO OF NY and ANTHEM BLUE CROSS AND BLUE SHIELD.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD LIFE INS CO OF NY | Life, Disability | 361 | Jan 1, 2025 | $98,666 | $5,878 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | Life, Disability | 361 | Aug 1, 2024 | — | $0 |
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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