Form 5500 · Employee benefit plan · NEW YORK, NY
SCHULTE ROTH & ZABEL LLP
SCHULTE ROTH & ZABEL LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HOWARTH III FREDERICK W. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2633996 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Disability | 563 | December | $124,143 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 163 | December | $28,766 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 575 | December | $25,368 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 477 | December | $19,939 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 117 | December | $13,199 |
| AETNA LIFE INSURANCE CO. | Dental | 148 | December | $1,571 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 34 | December | $1,111 |
| EMBLEM HEALTH | Health | 2 | December | $1,008 |
| FEDERAL INSURANCE COMPANY | — | 633 | August | $0 |
Questions
Who is SCHULTE ROTH & ZABEL LLP's benefits broker?
Per its most recent Form 5500 Schedule A, SCHULTE ROTH & ZABEL LLP's broker of record is HOWARTH III FREDERICK W.
What insurance carrier does SCHULTE ROTH & ZABEL LLP use?
SCHULTE ROTH & ZABEL LLP's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does SCHULTE ROTH & ZABEL LLP's group plan renew?
The most recent Schedule A policy period for SCHULTE ROTH & ZABEL LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SCHULTE ROTH & ZABEL LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.