Form 5500 · Employee benefit plan · CHARLOTTE, NC
RAFTELIS FINANCIAL CONSULTANTS, INC.
RAFTELIS FINANCIAL CONSULTANTS, INC. of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BURCHFIELD INSURANCE GROUP INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2293694 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 204 | December | $35,143 |
Questions
Who is RAFTELIS FINANCIAL CONSULTANTS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RAFTELIS FINANCIAL CONSULTANTS, INC.'s broker of record is BURCHFIELD INSURANCE GROUP INC.
What insurance carrier does RAFTELIS FINANCIAL CONSULTANTS, INC. use?
RAFTELIS FINANCIAL CONSULTANTS, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY.
When does RAFTELIS FINANCIAL CONSULTANTS, INC.'s group plan renew?
The most recent Schedule A policy period for RAFTELIS FINANCIAL CONSULTANTS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RAFTELIS FINANCIAL CONSULTANTS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.