Form 5500 · Employee benefit plan · ALPHARETTA, GA
OAKS SENIOR LIVING LLC
Public Form 5500 records show how OAKS SENIOR LIVING LLC (ALPHARETTA, GA) structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY LLC. Coverage is written through THE GUARDIAN INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0589951 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,170 | July | $107,902 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,290 | July | $0 |
Questions
Who is OAKS SENIOR LIVING LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OAKS SENIOR LIVING LLC's broker of record is MARSH AND MCLENNAN AGENCY LLC.
What insurance carrier does OAKS SENIOR LIVING LLC use?
OAKS SENIOR LIVING LLC's benefit plan is written through THE GUARDIAN INSURANCE COMPANY, among 2 disclosed carriers.
When does OAKS SENIOR LIVING LLC's group plan renew?
The most recent Schedule A policy period for OAKS SENIOR LIVING LLC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OAKS SENIOR LIVING LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.