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Form 5500 · Employee benefit plan · STONEHAM, MA

NORTH AMERICAN FAMILY INSTITUTE, INC.

NORTH AMERICAN FAMILY INSTITUTE, INC. of STONEHAM, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JOSEPH T. CONATY, JR.. Coverage is written through RIVERSOURCE LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2921507 · plan 002 · as of Jul 2026

Participants
1,644
Carriers on file
2
Disclosed commissions
$65
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
RIVERSOURCE LIFE INSURANCE COMPANY1June$65
PRINCIPAL LIFE INSURANCE COMPANY1,803June$0

Questions

Who is NORTH AMERICAN FAMILY INSTITUTE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, NORTH AMERICAN FAMILY INSTITUTE, INC.'s broker of record is JOSEPH T. CONATY, JR..

What insurance carrier does NORTH AMERICAN FAMILY INSTITUTE, INC. use?

NORTH AMERICAN FAMILY INSTITUTE, INC.'s benefit plan is written through RIVERSOURCE LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does NORTH AMERICAN FAMILY INSTITUTE, INC.'s group plan renew?

The most recent Schedule A policy period for NORTH AMERICAN FAMILY INSTITUTE, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NORTH AMERICAN FAMILY INSTITUTE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.