Form 5500 · Employee benefit plan · ENGLEWOOD, CO
RM ADVISORY LLC
RM ADVISORY LLC of ENGLEWOOD, CO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HOLMES MURPHY & ASSOC INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-2394145 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 256 | December | $27,204 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 214 | December | $7,002 |
| VISION SERVICE PLAN | Vision | 175 | December | $1,889 |
Questions
Who is RM ADVISORY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, RM ADVISORY LLC's broker of record is HOLMES MURPHY & ASSOC INC.
What insurance carrier does RM ADVISORY LLC use?
RM ADVISORY LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does RM ADVISORY LLC's group plan renew?
The most recent Schedule A policy period for RM ADVISORY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RM ADVISORY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.