Form 5500 · Employee benefit plan · BOSTON, MA
PTC INC.
PTC INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 13 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2866152 · plan 517 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,515 | December | $40,627 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 2,137 | December | $34,071 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 2,137 | December | $31,197 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 2,515 | December | $27,224 |
| VISION SERVICE PLAN | Vision | 1,811 | December | $18,466 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 471 | December | $10,742 |
| FEDERAL INSURANCE COMPANY | — | 2,137 | December | $4,661 |
| AETNA INTERNATIONAL | — | 387 | December | $3,750 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (JOHN HANCOCK USA) | — | 28 | December | $3,527 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 47 | December | $2,448 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 4 | December | $283 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 10 | December | $111 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 8 | December | $0 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 0 | December | $0 |
Questions
Who is PTC INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PTC INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does PTC INC. use?
PTC INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 14 disclosed carriers.
When does PTC INC.'s group plan renew?
The most recent Schedule A policy period for PTC INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PTC INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.