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Form 5500 · Employee benefit plan · LUTHERVILLE, MD

MACKENZIE VENTURES, LLC

MACKENZIE VENTURES, LLC of LUTHERVILLE, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TRIBRIDGE PARTNERS, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3558556 · plan 501 · as of Jul 2026

Participants
128
Carriers on file
4
Disclosed commissions
$23,610
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability164July$8,986
UNITED OF OMAHA LIFE INSURANCE COMPANYLife185July$7,757
SUN LIFE ASSURANCE COMPANY OF CANADADental156July$6,867
HM LIFE INSURANCE COMPANYStop-loss139June$0

Questions

Who is MACKENZIE VENTURES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MACKENZIE VENTURES, LLC's broker of record is TRIBRIDGE PARTNERS, LLC.

What insurance carrier does MACKENZIE VENTURES, LLC use?

MACKENZIE VENTURES, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does MACKENZIE VENTURES, LLC's group plan renew?

The most recent Schedule A policy period for MACKENZIE VENTURES, LLC ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MACKENZIE VENTURES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.