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Form 5500 · Employee benefit plan · CINCINNATI, OH

PROMOTION EXECUTION PARTNERS

Public Form 5500 records show how PROMOTION EXECUTION PARTNERS (CINCINNATI, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. 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 56-2460890 · plan 501 · as of Jul 2026

Participants
229
Carriers on file
3
Disclosed commissions
$34,555
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability235December$27,888
DELTA DENTAL OF OHIODental289December$5,791
COMMUNITY INSURANCE COMPANYVision285December$876

Questions

Who is PROMOTION EXECUTION PARTNERS's benefits broker?

Per its most recent Form 5500 Schedule A, PROMOTION EXECUTION PARTNERS's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does PROMOTION EXECUTION PARTNERS use?

PROMOTION EXECUTION PARTNERS's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does PROMOTION EXECUTION PARTNERS's group plan renew?

The most recent Schedule A policy period for PROMOTION EXECUTION PARTNERS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PROMOTION EXECUTION PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.