Form 5500 · Employee benefit plan · NEW YORK, NY
NONPROFIT FINANCE FUND
NONPROFIT FINANCE FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SVCS LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3238657 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 172 | November | $47,184 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 99 | November | $5,104 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 18 | November | $4,211 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental | 151 | November | $3,427 |
| NATIONAL VISION ADMINISTRATORS, LLC | Vision | 156 | November | $430 |
Questions
Who is NONPROFIT FINANCE FUND's benefits broker?
Per its most recent Form 5500 Schedule A, NONPROFIT FINANCE FUND's broker of record is PATRIOT GROWTH INSURANCE SVCS LLC.
What insurance carrier does NONPROFIT FINANCE FUND use?
NONPROFIT FINANCE FUND's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does NONPROFIT FINANCE FUND's group plan renew?
The most recent Schedule A policy period for NONPROFIT FINANCE FUND ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NONPROFIT FINANCE FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.