Form 5500 · Employee benefit plan · MAHWAH, NJ
LONGBRIDGE FINANCIAL LLC
The filing calls this plan HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LONGBRIDGE FINANCIAL LLC.
LONGBRIDGE FINANCIAL LLC of MAHWAH, NJ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TITAN INS & EMPLOYEE BENEFITS. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0530020 · plan 501 · plan year 2025, filed Aug 19, 2026
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1,512 other employer plans in New Jersey have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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
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 9 insured contracts covering health, dental, vision, life and disability; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 318 people.
Reported premium across the insured contracts is $883,241, with $61,625 in disclosed broker commissions — about 7% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in August. The plan is on a split renewal cycle.
TITAN INS & EMPLOYEE BENEFITS is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY and NEW YORK LIFE INSURANCE COMPANY. THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 157 | Jan 1, 2026 | $152,674 | $22,901 |
| NEW YORK LIFE INSURANCE COMPANY | Life, Disability | 491 | Jan 1, 2026 | $117,891 | $17,717 |
| SYMETRA LIFE INSURANCE COMPANY | — | 157 | Jan 1, 2026 | $40,781 | $10,489 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 318 | Sep 1, 2025 | $181,465 | $4,088 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 328 | Sep 1, 2025 | $28,772 | $2,853 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 347 | Jan 1, 2026 | $97,806 | $2,063 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision | 323 | Jan 1, 2026 | $18,996 | $1,514 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 258 | Sep 1, 2025 | $173,207 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 269 | Jan 1, 2026 | $71,649 | $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.
Reported to OSHA
Reported to OSHA for 2025: 489 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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