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Form 5500 · Employee benefit plan · SEATTLE, WA

MILLENNIUM ADVISORS, INC.

MILLENNIUM ADVISORS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TRIAD INSURANCE INC. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1644545 · plan 002 · as of Jul 2026

Participants
732
Carriers on file
1
Disclosed commissions
$28,116
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY736December$28,116

Questions

Who is MILLENNIUM ADVISORS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MILLENNIUM ADVISORS, INC.'s broker of record is TRIAD INSURANCE INC.

What insurance carrier does MILLENNIUM ADVISORS, INC. use?

MILLENNIUM ADVISORS, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

When does MILLENNIUM ADVISORS, INC.'s group plan renew?

The most recent Schedule A policy period for MILLENNIUM ADVISORS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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