Form 5500 · Employee benefit plan · FRANKTOWN, CO
MONARCH INVESTMENT AND MANAGEMENT GROUP
MONARCH INVESTMENT AND MANAGEMENT GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is IMA, INC.. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1188057 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life | 2,182 | June | $62,947 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 1,785 | June | $31,741 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 2,240 | June | $16,460 |
| LEGALSHIELD | — | 414 | June | $7,329 |
Questions
Who is MONARCH INVESTMENT AND MANAGEMENT GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, MONARCH INVESTMENT AND MANAGEMENT GROUP's broker of record is IMA, INC..
What insurance carrier does MONARCH INVESTMENT AND MANAGEMENT GROUP use?
MONARCH INVESTMENT AND MANAGEMENT GROUP's benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does MONARCH INVESTMENT AND MANAGEMENT GROUP's group plan renew?
The most recent Schedule A policy period for MONARCH INVESTMENT AND MANAGEMENT GROUP ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONARCH INVESTMENT AND MANAGEMENT GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.