Form 5500 · Employee benefit plan · WHITE PLAINS, NY
PENTEGRA RETIREMENT SERVICES
Public Form 5500 records show how PENTEGRA RETIREMENT SERVICES (WHITE PLAINS, NY) structures its employee benefits. Its broker of record is THE HILB GROUP OF NEW YORK LLC. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3745616 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 220 | December | $1,077,245 | $43,090 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 284 | December | $212,834 | $21,283 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 127 | December | $103,091 | $15,464 |
| EYEMED VISION CARE | Vision | 417 | December | $37,117 | $3,821 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 43 | December | $12,752 | $1,275 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 52 | December | $15,976 | $725 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 65 | December | $12,382 | $534 |
Questions
Who is PENTEGRA RETIREMENT SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, PENTEGRA RETIREMENT SERVICES's broker of record is THE HILB GROUP OF NEW YORK LLC.
What insurance carrier does PENTEGRA RETIREMENT SERVICES use?
PENTEGRA RETIREMENT SERVICES's benefit plan is written through SUN LIFE AND HEALTH INSURANCE COMPANY, among 7 disclosed carriers.
When does PENTEGRA RETIREMENT SERVICES's group plan renew?
The most recent Schedule A policy period for PENTEGRA RETIREMENT SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PENTEGRA RETIREMENT SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.