Form 5500 · Employee benefit plan · CHICAGO, IL
PERFORMANCE TRUST CAPITAL PARTNERS
PERFORMANCE TRUST CAPITAL PARTNERS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON RISK SERVICES CENTRAL INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8098412 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 369 | December | $35,288 |
| VISION SERVICE PLAN | Vision | 230 | December | $2,391 |
Questions
Who is PERFORMANCE TRUST CAPITAL PARTNERS's benefits broker?
Per its most recent Form 5500 Schedule A, PERFORMANCE TRUST CAPITAL PARTNERS's broker of record is AON RISK SERVICES CENTRAL INC..
What insurance carrier does PERFORMANCE TRUST CAPITAL PARTNERS use?
PERFORMANCE TRUST CAPITAL PARTNERS's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does PERFORMANCE TRUST CAPITAL PARTNERS's group plan renew?
The most recent Schedule A policy period for PERFORMANCE TRUST CAPITAL PARTNERS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PERFORMANCE TRUST CAPITAL PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.