form5500lookup

Form 5500 · Employee benefit plan · MONTPELIER, OH

POWERS AND SONS, LLC

Public Form 5500 records show how POWERS AND SONS, LLC (MONTPELIER, OH) structures its employee benefits. Its broker of record is KAPNICK AND COMPANY INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-1009205 · plan 501 · as of Jul 2026

Participants
261
Carriers on file
2
Disclosed commissions
$20,920
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability213March$19,585
VISION SERVICE PLANVision157March$1,335

Questions

Who is POWERS AND SONS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, POWERS AND SONS, LLC's broker of record is KAPNICK AND COMPANY INC..

What insurance carrier does POWERS AND SONS, LLC use?

POWERS AND SONS, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does POWERS AND SONS, LLC's group plan renew?

The most recent Schedule A policy period for POWERS AND SONS, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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