Form 5500 · Employee benefit plan · LAWRENCEVILLE, GA
M3 ACCOUNTING SERVICES, INC.
Public Form 5500 records show how M3 ACCOUNTING SERVICES, INC. (LAWRENCEVILLE, GA) structures its employee benefits. Its broker of record is CORPORATE HEALTHCARE FIANANCING, IN. Coverage is written through ZURICH AMERICAN INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-2442769 · plan 515 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ZURICH AMERICAN INSURANCE COMPANY | Stop-loss | 244 | December | $35,339 |
| AETNA LIFE INSURANCE CO. | Dental, Vision | 552 | December | $21,229 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 263 | December | $13,937 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 143 | December | $13,367 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 263 | December | $10,552 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 238 | December | $8,119 |
| PRINCIPAL LIFE INSURANCE COMPANY | Disability | 9 | December | $7,447 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 76 | December | $7,289 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 263 | December | $6,486 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 76 | December | $1,221 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 288 | December | $802 |
Questions
Who is M3 ACCOUNTING SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, M3 ACCOUNTING SERVICES, INC.'s broker of record is CORPORATE HEALTHCARE FIANANCING, IN.
What insurance carrier does M3 ACCOUNTING SERVICES, INC. use?
M3 ACCOUNTING SERVICES, INC.'s benefit plan is written through ZURICH AMERICAN INSURANCE COMPANY, among 11 disclosed carriers.
When does M3 ACCOUNTING SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for M3 ACCOUNTING SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from M3 ACCOUNTING SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.