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Form 5500 · Employee benefit plan · PHILADELPHIA, PA

PARETO CAPTIVE SERVICES, LLC

Public Form 5500 records show how PARETO CAPTIVE SERVICES, LLC (PHILADELPHIA, PA) structures its employee benefits. Its broker of record is JAMES R. NELLIGAN & ASSOCIATES. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in September.

Benefits broker of record
JAMES R. NELLIGAN & ASSOCIATES
Insurance carrier
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-5552975 · plan 501 · as of Aug 2026

Participants
253
Carriers on file
1
Disclosed commissions
$74,053
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability298September$477,479$74,053

Questions

Who is PARETO CAPTIVE SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PARETO CAPTIVE SERVICES, LLC's broker of record is JAMES R. NELLIGAN & ASSOCIATES.

What insurance carrier does PARETO CAPTIVE SERVICES, LLC use?

PARETO CAPTIVE SERVICES, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.

When does PARETO CAPTIVE SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for PARETO CAPTIVE SERVICES, LLC ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

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