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Form 5500 · Employee benefit plan · PHOENIX, AZ

RIDER LEVETT BUCKNALL LTD

RIDER LEVETT BUCKNALL LTD of PHOENIX, AZ is a 151-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MJ INSURANCE. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 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 99-0292243 · plan 510 · as of Aug 2026

Participants
151
Carriers on file
7
Disclosed commissions
$31,211
Renewal month
December

Plan brief

Schedule A lists 7 insured contracts covering health, dental and vision; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 205 people.

Reported premium across the insured contracts is $1,821,785, with $31,211 in disclosed broker commissions — about 1.7% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

MJ INSURANCE is the broker of record on 6 of the 7 contracts; the rest name a different broker or none.

5 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, UNIVERSITY HEALTH ALLIANCE, UNITED CONCORDIA INSURANCE COMPANY and VISION SERVICE PLAN among them — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED CONCORDIA INSURANCE COMPANYDental278December$156,511$15,617
UNIVERSITY HEALTH ALLIANCEHealth, Vision80December$390,764$13,611
VISION SERVICE PLANVision117December$11,871$838
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39December$5,510$551
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32December$3,174$317
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44December$2,773$277
UNITEDHEALTHCARE INSURANCE COMPANYHealth205December$1,251,182$0

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