Form 5500 · Employee benefit plan · PHILADELPHIA, PA
SERAVALLI FINANCIAL GROUP, INC.
SERAVALLI FINANCIAL GROUP, INC. of PHILADELPHIA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE MANDMARBLESTONE GROUP LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2527474 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 223 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 223 | December | $0 |
Questions
Who is SERAVALLI FINANCIAL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SERAVALLI FINANCIAL GROUP, INC.'s broker of record is THE MANDMARBLESTONE GROUP LLC.
What insurance carrier does SERAVALLI FINANCIAL GROUP, INC. use?
SERAVALLI FINANCIAL GROUP, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SERAVALLI FINANCIAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for SERAVALLI FINANCIAL GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SERAVALLI FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.