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Form 5500 · Employee benefit plan · SAN FRANCISCO, CA

NOVOGRADAC & COMPANY LLP

NOVOGRADAC & COMPANY LLP of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is FILICE INSURANCE AGENCY. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3108253 · plan 501 · as of Jul 2026

Participants
770
Carriers on file
7
Disclosed commissions
$210,232
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth455September$98,934
KAISER FOUNDATION HEALTH PLAN INC.Health115September$39,451
AULTCARE INSURANCE COMPANYHealth90December$33,957
GUARDIANVision609December$19,608
UNITED OF OMAHA LIFE INSURANCE COMPANY170December$10,499
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability787December$4,968
UNITED OF OMAHA LIFE INSURANCE COMPANYLife787December$2,815

Questions

Who is NOVOGRADAC & COMPANY LLP's benefits broker?

Per its most recent Form 5500 Schedule A, NOVOGRADAC & COMPANY LLP's broker of record is FILICE INSURANCE AGENCY.

What insurance carrier does NOVOGRADAC & COMPANY LLP use?

NOVOGRADAC & COMPANY LLP's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does NOVOGRADAC & COMPANY LLP's group plan renew?

The most recent Schedule A policy period for NOVOGRADAC & COMPANY LLP ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NOVOGRADAC & COMPANY LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.