Form 5500 · Employee benefit plan · NEW YORK, NY
MUFG FUND SERVICES (USA) LLC
MUFG FUND SERVICES (USA) LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through VISION SERVICE PLAN. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0758622 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VISION SERVICE PLAN | Vision | 382 | December | $2,100 |
Questions
Who is MUFG FUND SERVICES (USA) LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MUFG FUND SERVICES (USA) LLC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does MUFG FUND SERVICES (USA) LLC use?
MUFG FUND SERVICES (USA) LLC's benefit plan is written through VISION SERVICE PLAN.
When does MUFG FUND SERVICES (USA) LLC's group plan renew?
The most recent Schedule A policy period for MUFG FUND SERVICES (USA) LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MUFG FUND SERVICES (USA) LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.