Form 5500 · Employee benefit plan · CINCINNATI, OH
SEI-SERVICES, LLC
Public Form 5500 records show how SEI-SERVICES, LLC (CINCINNATI, OH) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4545379 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 541 | December | $30,909 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 541 | December | $20,869 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 541 | December | $13,312 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 181 | December | $12,751 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 206 | December | $8,983 |
| AMERITAS LIFE INSURANCE CORP | Vision | 1,040 | December | $6,575 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 126 | December | $4,437 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 182 | December | $1,940 |
Questions
Who is SEI-SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SEI-SERVICES, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SEI-SERVICES, LLC use?
SEI-SERVICES, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does SEI-SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for SEI-SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SEI-SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.