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Form 5500 · Employee benefit plan · HELENA, GA

PINE LEAF INVESTMENTS, INC.

PINE LEAF INVESTMENTS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PROPEL INSURANCE AGENCY, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1515939 · plan 501 · as of Jul 2026

Participants
139
Carriers on file
3
Disclosed commissions
$35,126
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability71June$27,980
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision102June$6,813
TELADOC HEALTH, INC.77June$333

Questions

Who is PINE LEAF INVESTMENTS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PINE LEAF INVESTMENTS, INC.'s broker of record is PROPEL INSURANCE AGENCY, LLC.

What insurance carrier does PINE LEAF INVESTMENTS, INC. use?

PINE LEAF INVESTMENTS, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does PINE LEAF INVESTMENTS, INC.'s group plan renew?

The most recent Schedule A policy period for PINE LEAF INVESTMENTS, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PINE LEAF INVESTMENTS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.