Form 5500 · Employee benefit plan · ORLANDO, FL
ROGERS, LOVELOCK & FRITZ, INC.
ROGERS, LOVELOCK & FRITZ, INC. of ORLANDO, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. 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 59-1873834 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 89 | December | $16,028 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 19 | December | $1,638 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 166 | December | $0 |
Questions
Who is ROGERS, LOVELOCK & FRITZ, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROGERS, LOVELOCK & FRITZ, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does ROGERS, LOVELOCK & FRITZ, INC. use?
ROGERS, LOVELOCK & FRITZ, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does ROGERS, LOVELOCK & FRITZ, INC.'s group plan renew?
The most recent Schedule A policy period for ROGERS, LOVELOCK & FRITZ, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROGERS, LOVELOCK & FRITZ, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.