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Form 5500 · Employee benefit plan · ATLANTA, GA

SECRETARIAT ADVISORS LLC

SECRETARIAT ADVISORS LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ASCENSUS HOLDINGS, INC.. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.. The plan's most recent policy period ended in December.

Benefits broker of record
ASCENSUS HOLDINGS, INC.
Insurance carrier
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4596089 · plan 001 · as of Jul 2026

Participants
354
Carriers on file
1
Disclosed commissions
$75,264
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.—411December$75,264

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 ASCENSUS HOLDINGS, INC..

What insurance carrier does SECRETARIAT ADVISORS LLC use?

SECRETARIAT ADVISORS LLC's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A..

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.