Form 5500 · Employee benefit plan · NEW YORK, NY
ROTHSCHILD NORTH AMERICA INC.
Public Form 5500 records show how ROTHSCHILD NORTH AMERICA INC. (NEW YORK, NY) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3438524 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 320 | December | $228,139 |
| AETNA LIFE INSURANCE COMPANY | Dental, Vision | 604 | December | $18,670 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 415 | December | $9,598 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 358 | December | $7,690 |
| NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PA | — | 415 | December | $725 |
| NATIONAL UNION FIRE INC. CO. OF PITTSBURGH, P.A. | — | 415 | December | $611 |
| MASS MUTUAL LIFE INSURANCE COMPANY | Life | 46 | December | $373 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | — | 1 | December | $4 |
Questions
Who is ROTHSCHILD NORTH AMERICA INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROTHSCHILD NORTH AMERICA INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does ROTHSCHILD NORTH AMERICA INC. use?
ROTHSCHILD NORTH AMERICA INC.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 8 disclosed carriers.
When does ROTHSCHILD NORTH AMERICA INC.'s group plan renew?
The most recent Schedule A policy period for ROTHSCHILD NORTH AMERICA INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROTHSCHILD NORTH AMERICA INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.