Form 5500 · Employee benefit plan · OAKS, PA
SEI INVESTMENTS COMPANY
SEI INVESTMENTS COMPANY of OAKS, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RICHARD B OWENS. Coverage is written through HARTFORD LIFE AND ACCIDENT. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1707341 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 4,277 | December | $111,826 |
Questions
Who is SEI INVESTMENTS COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, SEI INVESTMENTS COMPANY's broker of record is RICHARD B OWENS.
What insurance carrier does SEI INVESTMENTS COMPANY use?
SEI INVESTMENTS COMPANY's benefit plan is written through HARTFORD LIFE AND ACCIDENT.
When does SEI INVESTMENTS COMPANY's group plan renew?
The most recent Schedule A policy period for SEI INVESTMENTS COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SEI INVESTMENTS COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.