Form 5500 · Employee benefit plan · GREELEY, CO
LONE TREE SERVICES, LLC
Public Form 5500 records show how LONE TREE SERVICES, LLC of GREELEY, CO, a retail employer, structures its employee benefits. Its broker of record is SHIRAZI MILLER BENEFITS, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4774368 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 294 people.
Reported premium across the insured contracts is $1,945,780, with $137,405 in disclosed broker commissions — about 7.1% of premium.
The health contract's policy period ended in September, while at least one ancillary line renews in March — the plan is on a split renewal cycle.
SHIRAZI MILLER BENEFITS, LLC is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, AFLAC, STANDARD INSURANCE COMPANY and AMFIRST — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Vision | 294 | September | $1,526,266 | $76,479 |
| AFLAC | Dental, Vision | 95 | September | $186,775 | $28,340 |
| AMFIRST | Health | 0 | March | $68,707 | $18,209 |
| STANDARD INSURANCE COMPANY | Life, Disability | 221 | March | $102,010 | $11,316 |
| STANDARD INSURANCE COMPANY | Life, Disability | 238 | September | $62,022 | $3,061 |
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