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Form 5500 · Employee benefit plan · NEW YORK, NY

SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC

SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALERA GROUP INC. Coverage is written through LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2775993 · plan 501 · as of Jul 2026

Participants
388
Carriers on file
3
Disclosed commissions
$20,049
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORKDental, Vision, Life, Disability781December$17,011
LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK280December$3,038
SWISS RE CORP SOLUTIONS AMERICA INS CORPStop-loss388December$0

Questions

Who is SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC's benefits broker?

Per its most recent Form 5500 Schedule A, SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC's broker of record is ALERA GROUP INC.

What insurance carrier does SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC use?

SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC's benefit plan is written through LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, among 3 disclosed carriers.

When does SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC's group plan renew?

The most recent Schedule A policy period for SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.