Form 5500 · Employee benefit plan · DARIEN, CT
PORTFOLIO ADVISORS LLC
Public Form 5500 records show how PORTFOLIO ADVISORS LLC (DARIEN, CT) structures its employee benefits. Its broker of record is ROGERS BENEFIT GROUP, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1487853 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 104 | December | $12,050 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 129 | December | $4,752 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 156 | December | $0 |
Questions
Who is PORTFOLIO ADVISORS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PORTFOLIO ADVISORS LLC's broker of record is ROGERS BENEFIT GROUP, INC..
What insurance carrier does PORTFOLIO ADVISORS LLC use?
PORTFOLIO ADVISORS LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does PORTFOLIO ADVISORS LLC's group plan renew?
The most recent Schedule A policy period for PORTFOLIO ADVISORS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PORTFOLIO ADVISORS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.