form5500lookup

Form 5500 · Employee benefit plan · ATLANTA, GA

POLAY AND SWANN LLC

POLAY AND SWANN LLC of ATLANTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MORGAN STANLEY & CO ANNUITY AND INS. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-3275491 · plan 001 · as of Jul 2026

Participants
17
Carriers on file
1
Disclosed commissions
$2,439
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE CO12December$2,439

Questions

Who is POLAY AND SWANN LLC's benefits broker?

Per its most recent Form 5500 Schedule A, POLAY AND SWANN LLC's broker of record is MORGAN STANLEY & CO ANNUITY AND INS.

What insurance carrier does POLAY AND SWANN LLC use?

POLAY AND SWANN LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO.

When does POLAY AND SWANN LLC's group plan renew?

The most recent Schedule A policy period for POLAY AND SWANN LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from POLAY AND SWANN LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.