Form 5500 · Employee benefit plan · WESTLAKE, OH
PLANET EQUITY GROUP, LLC
Public Form 5500 records show how PLANET EQUITY GROUP, LLC (WESTLAKE, OH) structures its employee benefits. Its broker of record is BROWN & BROWN INS. SERVICES. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1996256 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 676 | December | $97,261 | $16,613 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 151 | December | $43,396 | $11,252 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 187 | December | $33,970 | $8,087 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 272 | December | $38,270 | $7,392 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 1,170 | December | $66,243 | $6,618 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 536 | December | $117,074 | $2,868 |
| METLIFE LEGAL PLANS | — | 69 | December | $17,714 | $2,796 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 546 | December | $96,347 | $2,592 |
| COMBINED INSURANCE | Life | 12 | December | $4,974 | $199 |
| WELLPOINT | Stop-loss | 636 | December | $773,733 | $0 |
Questions
Who is PLANET EQUITY GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PLANET EQUITY GROUP, LLC's broker of record is BROWN & BROWN INS. SERVICES.
What insurance carrier does PLANET EQUITY GROUP, LLC use?
PLANET EQUITY GROUP, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does PLANET EQUITY GROUP, LLC's group plan renew?
The most recent Schedule A policy period for PLANET EQUITY GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLANET EQUITY GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.