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Form 5500 · Employee benefit plan · PHOENIX, AZ

PALLET MANAGEMENT SERVICES LLC

Public Form 5500 records show how PALLET MANAGEMENT SERVICES LLC (PHOENIX, AZ) structures its employee benefits. Its broker of record is EXCALIBUR FINANCIAL GROUP, INC.. Coverage is written through BLUE CROSS AND BLUE SHIELD OF ARIZONA and 2 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4834604 · plan 501 · as of Jul 2026

Participants
644
Carriers on file
3
Disclosed commissions
$84,509
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF ARIZONAHealth124January$65,301
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability742January$17,508
RELIASTAR LIFE INSURANCE COMPANY141January$1,700

Questions

Who is PALLET MANAGEMENT SERVICES LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PALLET MANAGEMENT SERVICES LLC's broker of record is EXCALIBUR FINANCIAL GROUP, INC..

What insurance carrier does PALLET MANAGEMENT SERVICES LLC use?

PALLET MANAGEMENT SERVICES LLC's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF ARIZONA, among 3 disclosed carriers.

When does PALLET MANAGEMENT SERVICES LLC's group plan renew?

The most recent Schedule A policy period for PALLET MANAGEMENT SERVICES LLC ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PALLET MANAGEMENT SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.