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Form 5500 · Employee benefit plan · RENTON, WA

MONEYTREE, INC.

Public Form 5500 records show how MONEYTREE, INC. (RENTON, WA) structures its employee benefits. Its broker of record is PARKER SMITH & FEEK INC.. Coverage is written through HARTFORD LIFE & ACCIDENT INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1218621 · plan 501 · as of Jul 2026

Participants
415
Carriers on file
2
Disclosed commissions
$4,605
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE & ACCIDENT INSURANCE COMPANYLife, Disability408October$4,605
CANOPY495January$0

Questions

Who is MONEYTREE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MONEYTREE, INC.'s broker of record is PARKER SMITH & FEEK INC..

What insurance carrier does MONEYTREE, INC. use?

MONEYTREE, INC.'s benefit plan is written through HARTFORD LIFE & ACCIDENT INSURANCE COMPANY, among 2 disclosed carriers.

When does MONEYTREE, INC.'s group plan renew?

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

Where does this data come from?

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