Form 5500 · Employee benefit plan · NASHVILLE, TN
PRIMERITUS FINANCIAL SERVICES
Public Form 5500 records show how PRIMERITUS FINANCIAL SERVICES (NASHVILLE, TN) structures its employee benefits. Its broker of record is MAX & SIERRA, INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4418687 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 81 | September | $7,581 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 77 | September | $7,562 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 80 | September | $4,976 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 131 | September | $4,741 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 62 | September | $3,208 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 68 | September | $3,021 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 152 | September | $1,643 |
| STANDARD INSURANCE COMPANY | — | 10 | September | $1,567 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 152 | September | $712 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 159 | September | $0 |
Questions
Who is PRIMERITUS FINANCIAL SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, PRIMERITUS FINANCIAL SERVICES's broker of record is MAX & SIERRA, INC.
What insurance carrier does PRIMERITUS FINANCIAL SERVICES use?
PRIMERITUS FINANCIAL SERVICES's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does PRIMERITUS FINANCIAL SERVICES's group plan renew?
The most recent Schedule A policy period for PRIMERITUS FINANCIAL SERVICES ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PRIMERITUS FINANCIAL SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.