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Form 5500 · Employee benefit plan · INDIANAPOLIS, IN

SANCTUARY WEALTH GROUP, LLC

Public Form 5500 records show how SANCTUARY WEALTH GROUP, LLC (INDIANAPOLIS, IN) structures its employee benefits. Its broker of record is FIRST PERSON, INC. Coverage is written through ANTHEM INSURANCE COMPANIES, INC and 3 other carriers. 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 47-2336833 · plan 502 · as of Jul 2026

Participants
468
Carriers on file
4
Disclosed commissions
$258,305
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM INSURANCE COMPANIES, INCHealth347December$115,110
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability585December$83,147
DELTA DENTAL OF INDIANADental824December$55,503
DELTA DENTAL OF INDIANAVision715December$4,545

Questions

Who is SANCTUARY WEALTH GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SANCTUARY WEALTH GROUP, LLC's broker of record is FIRST PERSON, INC.

What insurance carrier does SANCTUARY WEALTH GROUP, LLC use?

SANCTUARY WEALTH GROUP, LLC's benefit plan is written through ANTHEM INSURANCE COMPANIES, INC, among 4 disclosed carriers.

When does SANCTUARY WEALTH GROUP, LLC's group plan renew?

The most recent Schedule A policy period for SANCTUARY WEALTH GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SANCTUARY WEALTH GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.