Form 5500 · Employee benefit plan · CHATTANOOGA, TN
OAKDALE SENIORS ALLIANCE, LLC
Public Form 5500 records show how OAKDALE SENIORS ALLIANCE, LLC (CHATTANOOGA, TN) structures its employee benefits. Its broker of record is PROPEL INSURANCE AGENCY LLC. Coverage is written through UPMC HEALTH OPTIONS and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-2972429 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UPMC HEALTH OPTIONS | Health, Dental, Vision | 760 | May | $134,725 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 971 | May | $129,947 |
| UPMC HEALTH BENEFITS | Health, Dental, Vision | 872 | May | $28,232 |
Questions
Who is OAKDALE SENIORS ALLIANCE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OAKDALE SENIORS ALLIANCE, LLC's broker of record is PROPEL INSURANCE AGENCY LLC.
What insurance carrier does OAKDALE SENIORS ALLIANCE, LLC use?
OAKDALE SENIORS ALLIANCE, LLC's benefit plan is written through UPMC HEALTH OPTIONS, among 3 disclosed carriers.
When does OAKDALE SENIORS ALLIANCE, LLC's group plan renew?
The most recent Schedule A policy period for OAKDALE SENIORS ALLIANCE, LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OAKDALE SENIORS ALLIANCE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.