Form 5500 · Employee benefit plan · ROCHESTER, NY
PARTNERS & NAPIER, INC.
PARTNERS & NAPIER, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TITAN INSURANCE. Coverage is written through HIGHMARK and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0703363 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HIGHMARK | Health | 128 | December | $22,074 |
| GUARDIAN LIFE | Dental, Vision | 127 | December | $4,244 |
| LINCOLN LIFE & ANNUITY COMPANY | — | 146 | December | $2,666 |
| LINCOLN LIFE AND ANNUITY | Disability | 145 | December | $2,257 |
| LINCOLN LIFE & ANNUITY | Life | 145 | December | $1,356 |
Questions
Who is PARTNERS & NAPIER, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PARTNERS & NAPIER, INC.'s broker of record is TITAN INSURANCE.
What insurance carrier does PARTNERS & NAPIER, INC. use?
PARTNERS & NAPIER, INC.'s benefit plan is written through HIGHMARK, among 5 disclosed carriers.
When does PARTNERS & NAPIER, INC.'s group plan renew?
The most recent Schedule A policy period for PARTNERS & NAPIER, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PARTNERS & NAPIER, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.