Form 5500 · Employee benefit plan · NASHVILLE, TN
SAE INSTITUTE GROUP, INC.
SAE INSTITUTE GROUP, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-3530882 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 161 | December | $12,469 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 5 | December | $4,879 |
Questions
Who is SAE INSTITUTE GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SAE INSTITUTE GROUP, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SAE INSTITUTE GROUP, INC. use?
SAE INSTITUTE GROUP, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SAE INSTITUTE GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for SAE INSTITUTE GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAE INSTITUTE GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.