Form 5500 · Employee benefit plan · ROCKVILLE, MD
SAVANTAGE FINANCIAL SERVICES INC
SAVANTAGE FINANCIAL SERVICES INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through NEW YORK LIFE GROUP BENEFIT SOLUTIONS. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3379794 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| NEW YORK LIFE GROUP BENEFIT SOLUTIONS | Life, Disability | 128 | December | $19,937 |
Questions
Who is SAVANTAGE FINANCIAL SERVICES INC's benefits broker?
Per its most recent Form 5500 Schedule A, SAVANTAGE FINANCIAL SERVICES INC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does SAVANTAGE FINANCIAL SERVICES INC use?
SAVANTAGE FINANCIAL SERVICES INC's benefit plan is written through NEW YORK LIFE GROUP BENEFIT SOLUTIONS.
When does SAVANTAGE FINANCIAL SERVICES INC's group plan renew?
The most recent Schedule A policy period for SAVANTAGE FINANCIAL SERVICES INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAVANTAGE FINANCIAL SERVICES INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.