Form 5500 · Employee benefit plan · ROCKVILLE, MD
MUFG INVESTOR SERVICES (US) LLC
MUFG INVESTOR SERVICES (US) LLC of ROCKVILLE, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2935244 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 128 | December | $12,863 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 42 | December | $5,930 |
| AETNA LIFE INSURANCE COMPANY | Health | 216 | December | $0 |
Questions
Who is MUFG INVESTOR SERVICES (US) LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MUFG INVESTOR SERVICES (US) LLC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does MUFG INVESTOR SERVICES (US) LLC use?
MUFG INVESTOR SERVICES (US) LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does MUFG INVESTOR SERVICES (US) LLC's group plan renew?
The most recent Schedule A policy period for MUFG INVESTOR SERVICES (US) 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 INVESTOR SERVICES (US) LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.