Form 5500 · Employee benefit plan · ATLANTA, GA
SECRETARIAT ADVISORS, LLC
Public Form 5500 records show how SECRETARIAT ADVISORS, LLC (ATLANTA, GA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARTFORD FIRE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4596089 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD FIRE INSURANCE COMPANY | — | 346 | December | $3,117 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 275 | December | $1,429 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 346 | December | $374 |
Questions
Who is SECRETARIAT ADVISORS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SECRETARIAT ADVISORS, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SECRETARIAT ADVISORS, LLC use?
SECRETARIAT ADVISORS, LLC's benefit plan is written through HARTFORD FIRE INSURANCE COMPANY, among 3 disclosed carriers.
When does SECRETARIAT ADVISORS, LLC's group plan renew?
The most recent Schedule A policy period for SECRETARIAT ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SECRETARIAT ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.