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Form 5500 · Employee benefit plan · NEW YORK, NY

S. ROTHSCHILD & CO., INC.

S. ROTHSCHILD & CO., INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE RETIREMENT ADVANTAGE INC.. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK. 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 23-1539342 · plan 001 · as of Jul 2026

Participants
154
Carriers on file
1
Disclosed commissions
$7,810
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK126December$7,810

Questions

Who is S. ROTHSCHILD & CO., INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, S. ROTHSCHILD & CO., INC.'s broker of record is THE RETIREMENT ADVANTAGE INC..

What insurance carrier does S. ROTHSCHILD & CO., INC. use?

S. ROTHSCHILD & CO., INC.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK.

When does S. ROTHSCHILD & CO., INC.'s group plan renew?

The most recent Schedule A policy period for S. ROTHSCHILD & CO., INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from S. ROTHSCHILD & CO., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.