Form 5500 · Employee benefit plan · CHARLOTTE, NC
SPATCO ENERGY SOLUTIONS, LLC
SPATCO ENERGY SOLUTIONS, LLC of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES A SCOTT & SON INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3846075 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,053 | December | $169,054 |
| AMERITAS LIFE INSURANCE CORP. | Dental | 769 | December | $44,712 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 717 | December | $18,518 |
| QBE INSURANCE | Stop-loss | 800 | December | $0 |
Questions
Who is SPATCO ENERGY SOLUTIONS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SPATCO ENERGY SOLUTIONS, LLC's broker of record is JAMES A SCOTT & SON INC.
What insurance carrier does SPATCO ENERGY SOLUTIONS, LLC use?
SPATCO ENERGY SOLUTIONS, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does SPATCO ENERGY SOLUTIONS, LLC's group plan renew?
The most recent Schedule A policy period for SPATCO ENERGY SOLUTIONS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SPATCO ENERGY SOLUTIONS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.