Form 5500 · Employee benefit plan · LITCHFIELD, AZ
LIBERTY UTILITIES CO.
LIBERTY UTILITIES CO.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BURNHAM FINANCIAL SERVICES, LLC. Coverage is written through EXCELLUS BCBS and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4444001 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EXCELLUS BCBS | Stop-loss | 1,966 | December | $2,390,331 | $742,564 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 2,258 | December | $3,123,725 | $218,381 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 1,234 | December | $551,670 | $55,167 |
| THE HARTFORD | — | 2,258 | July | $29,090 | $4,364 |
| LIFETIME BENEFIT SOLUTIONS | — | 495 | December | $23,096 | $0 |
Questions
Who is LIBERTY UTILITIES CO.'s benefits broker?
Per its most recent Form 5500 Schedule A, LIBERTY UTILITIES CO.'s broker of record is BURNHAM FINANCIAL SERVICES, LLC.
What insurance carrier does LIBERTY UTILITIES CO. use?
LIBERTY UTILITIES CO.'s benefit plan is written through EXCELLUS BCBS, among 5 disclosed carriers.
When does LIBERTY UTILITIES CO.'s group plan renew?
The most recent Schedule A policy period for LIBERTY UTILITIES CO. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIBERTY UTILITIES CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.