Form 5500 · Employee benefit plan · WAYNE, PA
SOLOMONEDWARDSGROUP, LLC
Public Form 5500 records show how SOLOMONEDWARDSGROUP, LLC (WAYNE, PA) structures its employee benefits. Its broker of record is BIRCH BENEFITS LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-3010383 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability, Stop-loss | 241 | December | $129,405 |
| ARAG INSURANCE COMPANY | — | 106 | December | $1,236 |
| JANUS ASSOCIATES, INC. DBA BHS | — | 600 | December | $0 |
Questions
Who is SOLOMONEDWARDSGROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SOLOMONEDWARDSGROUP, LLC's broker of record is BIRCH BENEFITS LLC.
What insurance carrier does SOLOMONEDWARDSGROUP, LLC use?
SOLOMONEDWARDSGROUP, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does SOLOMONEDWARDSGROUP, LLC's group plan renew?
The most recent Schedule A policy period for SOLOMONEDWARDSGROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOLOMONEDWARDSGROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.