Form 5500 · Employee benefit plan · RICHLANDS, NC
S&F FAMILY OFFICE, INC.
Public Form 5500 records show how S&F FAMILY OFFICE, INC. (RICHLANDS, NC) structures its employee benefits. Its broker of record is HUB INTERNATIONAL MIDWEST LTD. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-4171959 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 369 | September | $24,613 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 212 | September | $3,255 |
Questions
Who is S&F FAMILY OFFICE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, S&F FAMILY OFFICE, INC.'s broker of record is HUB INTERNATIONAL MIDWEST LTD.
What insurance carrier does S&F FAMILY OFFICE, INC. use?
S&F FAMILY OFFICE, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does S&F FAMILY OFFICE, INC.'s group plan renew?
The most recent Schedule A policy period for S&F FAMILY OFFICE, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from S&F FAMILY OFFICE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.