Form 5500 · Employee benefit plan · MONTCLAIR, CA
NEW AGE INVESTMENTS
NEW AGE INVESTMENTS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CETERA WEALTH SERVICES LLC. Coverage is written through MINNESOTA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2668746 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | — | 397 | December | $14,663 |
Questions
Who is NEW AGE INVESTMENTS's benefits broker?
Per its most recent Form 5500 Schedule A, NEW AGE INVESTMENTS's broker of record is CETERA WEALTH SERVICES LLC.
What insurance carrier does NEW AGE INVESTMENTS use?
NEW AGE INVESTMENTS's benefit plan is written through MINNESOTA LIFE INSURANCE COMPANY.
When does NEW AGE INVESTMENTS's group plan renew?
The most recent Schedule A policy period for NEW AGE INVESTMENTS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NEW AGE INVESTMENTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.