Form 5500 · Employee benefit plan · ROSWELL, GA
OTR CAPITAL, LLC
OTR CAPITAL, LLC of ROSWELL, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN INSURANCE SVCS, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2395903 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 305 | October | $6,075 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | Vision | 295 | October | $2,883 |
Questions
Who is OTR CAPITAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OTR CAPITAL, LLC's broker of record is BROWN & BROWN INSURANCE SVCS, INC..
What insurance carrier does OTR CAPITAL, LLC use?
OTR CAPITAL, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does OTR CAPITAL, LLC's group plan renew?
The most recent Schedule A policy period for OTR CAPITAL, LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OTR CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.