Form 5500 · Employee benefit plan · NEW HAVEN, CT
PELLI CLARKE & PARTNERS, INC
Public Form 5500 records show how PELLI CLARKE & PARTNERS, INC (NEW HAVEN, CT) structures its employee benefits. Its broker of record is BLUEPRINT BENEFIT ADVISORS. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1228461 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 88 | January | $5,618 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 88 | January | $1,689 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | — | 14 | January | $377 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Health, Dental | 69 | July | $0 |
Questions
Who is PELLI CLARKE & PARTNERS, INC's benefits broker?
Per its most recent Form 5500 Schedule A, PELLI CLARKE & PARTNERS, INC's broker of record is BLUEPRINT BENEFIT ADVISORS.
What insurance carrier does PELLI CLARKE & PARTNERS, INC use?
PELLI CLARKE & PARTNERS, INC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does PELLI CLARKE & PARTNERS, INC's group plan renew?
The most recent Schedule A policy period for PELLI CLARKE & PARTNERS, INC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PELLI CLARKE & PARTNERS, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.