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Form 5500 · Employee benefit plan · PHOENIX, AZ

SCALE CAPITAL MANAGEMENT LLC

Public Form 5500 records show how SCALE CAPITAL MANAGEMENT LLC (PHOENIX, AZ) structures its employee benefits. Its broker of record is SK INSURANCE SERVICES LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4391688 · plan 501 · as of Jul 2026

Participants
215
Carriers on file
6
Disclosed commissions
$21,699
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability143December$12,515
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth36June$5,349
AETNA LIFE INSURANCE CO.Health, Dental, Vision226December$3,779
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATIONDental1December$56
AETNA HEALTH, INC.Health27December$0
AETNA BEHAVIORAL HEALTH, LLC256December$0

Questions

Who is SCALE CAPITAL MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SCALE CAPITAL MANAGEMENT LLC's broker of record is SK INSURANCE SERVICES LLC.

What insurance carrier does SCALE CAPITAL MANAGEMENT LLC use?

SCALE CAPITAL MANAGEMENT LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does SCALE CAPITAL MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for SCALE CAPITAL MANAGEMENT LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SCALE CAPITAL MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.