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Form 5500 · Employee benefit plan · CHARLOTTE, NC

O.R. COLAN ASSOCIATES, LLC

Public Form 5500 records show how O.R. COLAN ASSOCIATES, LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0780018 · plan 501 · as of Jul 2026

Participants
221
Carriers on file
3
Disclosed commissions
$52,812
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability153December$31,168
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental, Vision242December$21,644
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth329December$0

Questions

Who is O.R. COLAN ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, O.R. COLAN ASSOCIATES, LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does O.R. COLAN ASSOCIATES, LLC use?

O.R. COLAN ASSOCIATES, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does O.R. COLAN ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for O.R. COLAN ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from O.R. COLAN ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.