Form 5500 · Employee benefit plan · CHICAGO, IL
NATIONAL EQUITY FUND, INC.
Public Form 5500 records show how NATIONAL EQUITY FUND, INC. (CHICAGO, IL) structures its employee benefits. Its broker of record is JAMES R NELLIGAN & ASSOCIATES LLC. Coverage is written through STANDARD INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3490231 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Life | 202 | December | $7,587 |
| STANDARD INSURANCE COMPANY | — | 64 | December | $7,215 |
| STANDARD INSURANCE COMPANY | Disability | 202 | December | $4,167 |
| VISION SERVICE PLAN | Vision | 187 | December | $1,435 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 475 | December | $0 |
Questions
Who is NATIONAL EQUITY FUND, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NATIONAL EQUITY FUND, INC.'s broker of record is JAMES R NELLIGAN & ASSOCIATES LLC.
What insurance carrier does NATIONAL EQUITY FUND, INC. use?
NATIONAL EQUITY FUND, INC.'s benefit plan is written through STANDARD INSURANCE COMPANY, among 5 disclosed carriers.
When does NATIONAL EQUITY FUND, INC.'s group plan renew?
The most recent Schedule A policy period for NATIONAL EQUITY FUND, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NATIONAL EQUITY FUND, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.