Form 5500 · Employee benefit plan · MIDDLETOWN, CT
LIBERTY BANK
LIBERTY BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-0452570 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 1,295 | December | $87,725 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 807 | December | $5,544 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 807 | December | $4,128 |
| FEDERAL INSURANCE COMPANY | — | 807 | June | $1,231 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 840 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 807 | December | $0 |
Questions
Who is LIBERTY BANK's benefits broker?
Per its most recent Form 5500 Schedule A, LIBERTY BANK's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does LIBERTY BANK use?
LIBERTY BANK's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.
When does LIBERTY BANK's group plan renew?
The most recent Schedule A policy period for LIBERTY BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIBERTY BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.