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Form 5500 · Employee benefit plan · WASHINGTON, DC

MUNICIPAL SECURITIES RULEMAKING BOARD

MUNICIPAL SECURITIES RULEMAKING BOARD's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WELLS FARGO ADVISORS INS AGENCY LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
WELLS FARGO ADVISORS INS AGENCY LLC
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1042433 · plan 002 · as of Jul 2026

Participants
185
Carriers on file
1
Disclosed commissions
$21,860
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—186December$21,860

Questions

Who is MUNICIPAL SECURITIES RULEMAKING BOARD's benefits broker?

Per its most recent Form 5500 Schedule A, MUNICIPAL SECURITIES RULEMAKING BOARD's broker of record is WELLS FARGO ADVISORS INS AGENCY LLC.

What insurance carrier does MUNICIPAL SECURITIES RULEMAKING BOARD use?

MUNICIPAL SECURITIES RULEMAKING BOARD's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does MUNICIPAL SECURITIES RULEMAKING BOARD's group plan renew?

The most recent Schedule A policy period for MUNICIPAL SECURITIES RULEMAKING BOARD ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MUNICIPAL SECURITIES RULEMAKING BOARD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.