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Form 5500 · Employee benefit plan · BURLINGTON, MA

ONTARIO SYSTEMS, LLC DBA FINVI

ONTARIO SYSTEMS, LLC DBA FINVI of BURLINGTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. 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 75-3122530 · plan 501 · as of Jul 2026

Participants
329
Carriers on file
6
Disclosed commissions
$19,315
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife121December$13,197
CIGNA HEALTH AND LIFE INSURANCE COMPANY46December$3,490
CIGNA HEALTH AND LIFE INSURANCE COMPANY58December$2,628
HAWAII MEDICAL SERVICE ASSOCIATIONHealth, Dental, Vision4June$0
UNUM LIFE INSURANCE COMPANY OF AMERICALife290December$0
VISION SERVICE PLANVision218December$0

Questions

Who is ONTARIO SYSTEMS, LLC DBA FINVI's benefits broker?

Per its most recent Form 5500 Schedule A, ONTARIO SYSTEMS, LLC DBA FINVI's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does ONTARIO SYSTEMS, LLC DBA FINVI use?

ONTARIO SYSTEMS, LLC DBA FINVI's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.

When does ONTARIO SYSTEMS, LLC DBA FINVI's group plan renew?

The most recent Schedule A policy period for ONTARIO SYSTEMS, LLC DBA FINVI ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ONTARIO SYSTEMS, LLC DBA FINVI's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.