Form 5500 · Employee benefit plan · VIRGINIA BEACH, VA
NEXTPOINT FINANCIAL, INC.
Public Form 5500 records show how NEXTPOINT FINANCIAL, INC. (VIRGINIA BEACH, VA) structures its employee benefits. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-3493325 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 355 | July | $2,789 |
| AMERITAS | Dental, Vision | 418 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 257 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 92 | December | $0 |
| TRIPLE-S SALUD, INC. | Health | 10 | December | $0 |
Questions
Who is NEXTPOINT FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NEXTPOINT FINANCIAL, INC.'s broker of record is MCGRIFF INSURANCE SERVICES, INC..
What insurance carrier does NEXTPOINT FINANCIAL, INC. use?
NEXTPOINT FINANCIAL, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does NEXTPOINT FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for NEXTPOINT FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NEXTPOINT FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.