Form 5500 · Employee benefit plan · HARRISON, NY
PKF O'CONNOR DAVIES, LLP
PKF O'CONNOR DAVIES, LLP of HARRISON, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1728945 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 1,367 | December | $15,723 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 241 | December | $10,851 |
| PROVIDENT LIFE AND CASUALTY INSURANCE | — | 227 | December | $399 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 548 | December | $0 |
Questions
Who is PKF O'CONNOR DAVIES, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, PKF O'CONNOR DAVIES, LLP's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does PKF O'CONNOR DAVIES, LLP use?
PKF O'CONNOR DAVIES, LLP's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does PKF O'CONNOR DAVIES, LLP's group plan renew?
The most recent Schedule A policy period for PKF O'CONNOR DAVIES, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PKF O'CONNOR DAVIES, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.