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Form 5500 · Employee benefit plan · POMPANO BEACH, FL

MORGUARD MANAGEMENT COMPANY INC.

MORGUARD MANAGEMENT COMPANY INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 8 other carriers. 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 72-1061630 · plan 501 · as of Jul 2026

Participants
238
Carriers on file
9
Disclosed commissions
$53,724
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability245December$28,615
UNITED CONCORDIA INSURANCE COMPANYDental346December$12,488
AMERICAN HERITAGE LIFE INSURANCE COMPANY49December$4,476
METROPOLITAN LIFE INSURANCE COMPANYVision282December$3,806
AMERICAN HERITAGE LIFE INSURANCE COMPANY73December$2,106
AMERICAN HERITAGE LIFE INSURANCE COMPANY45December$1,842
METROPOLITAN GENERAL INSURANCE COMPANY13December$391
UNITEDHEALTHCARE INSURANCE COMPANYHealth333December$0
HEALTH ADVOCATE SOLUTIONS, INC.43December$0

Questions

Who is MORGUARD MANAGEMENT COMPANY INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MORGUARD MANAGEMENT COMPANY INC.'s broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does MORGUARD MANAGEMENT COMPANY INC. use?

MORGUARD MANAGEMENT COMPANY INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 9 disclosed carriers.

When does MORGUARD MANAGEMENT COMPANY INC.'s group plan renew?

The most recent Schedule A policy period for MORGUARD MANAGEMENT COMPANY INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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