Form 5500 · Employee benefit plan · CHARLOTTE, NC
NEW FORUM, INC.
NEW FORUM, INC. of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A). The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1652373 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | — | 183 | December | $14,440 |
Questions
Who is NEW FORUM, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NEW FORUM, INC.'s broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does NEW FORUM, INC. use?
NEW FORUM, INC.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A).
When does NEW FORUM, INC.'s group plan renew?
The most recent Schedule A policy period for NEW FORUM, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NEW FORUM, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.