Form 5500 · Employee benefit plan · CHICAGO, IL
NEWCASTLE INVESTORS
NEWCASTLE INVESTORS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE MELTZER GROUP. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5955166 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 207 | December | $10,038 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 96 | December | $6,400 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 152 | December | $5,805 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 28 | December | $1,000 |
Questions
Who is NEWCASTLE INVESTORS's benefits broker?
Per its most recent Form 5500 Schedule A, NEWCASTLE INVESTORS's broker of record is THE MELTZER GROUP.
What insurance carrier does NEWCASTLE INVESTORS use?
NEWCASTLE INVESTORS's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does NEWCASTLE INVESTORS's group plan renew?
The most recent Schedule A policy period for NEWCASTLE INVESTORS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NEWCASTLE INVESTORS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.