Form 5500 · Employee benefit plan · BOSTON, MA
PUTNAM INVESTMENTS, LLC
PUTNAM INVESTMENTS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WORLD INSURANCE ASSOCIATES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1080669 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,240 | December | $126,228 |
| GENWORTH LIFE INSURANCE COMPANY | — | 121 | December | $26,434 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 1,240 | December | $14,504 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 73 | December | $8,748 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 35 | December | $0 |
Questions
Who is PUTNAM INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PUTNAM INVESTMENTS, LLC's broker of record is WORLD INSURANCE ASSOCIATES LLC.
What insurance carrier does PUTNAM INVESTMENTS, LLC use?
PUTNAM INVESTMENTS, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.
When does PUTNAM INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for PUTNAM INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PUTNAM INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.