Form 5500 · Employee benefit plan · CARMEL, IN
OXFORD FINANCIAL GROUP, LTD
Public Form 5500 records show how OXFORD FINANCIAL GROUP, LTD (CARMEL, IN) structures its employee benefits. Its broker of record is FIRST PERSON, INC. Coverage is written through ANTHEM INSURANCE COMPANIES and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1588335 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES | Health | 154 | December | $34,914 |
| STANDARD INSURANCE COMPANY | Disability | 179 | December | $15,183 |
| STANDARD INSURANCE COMPANY | Life | 179 | December | $11,946 |
| DELTA DENTAL OF INDIANA | Dental | 394 | December | $8,203 |
| VISION SERVICE PLAN | Vision | 155 | December | $1,323 |
Questions
Who is OXFORD FINANCIAL GROUP, LTD's benefits broker?
Per its most recent Form 5500 Schedule A, OXFORD FINANCIAL GROUP, LTD's broker of record is FIRST PERSON, INC.
What insurance carrier does OXFORD FINANCIAL GROUP, LTD use?
OXFORD FINANCIAL GROUP, LTD's benefit plan is written through ANTHEM INSURANCE COMPANIES, among 5 disclosed carriers.
When does OXFORD FINANCIAL GROUP, LTD's group plan renew?
The most recent Schedule A policy period for OXFORD FINANCIAL GROUP, LTD ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OXFORD FINANCIAL GROUP, LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.