Form 5500 · Employee benefit plan · NEW YORK, NY
SUMITOMO MITSUI TRUST BANK LIMITED
Public Form 5500 records show how SUMITOMO MITSUI TRUST BANK LIMITED (NEW YORK, NY) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2692528 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 890 | December | $130,682 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 477 | December | $61,705 |
| NIPPON LIFE INSURANCE COMPANY OF AMERICA | Dental | 654 | December | $29,676 |
| AFLAC | — | 28 | December | $5,157 |
| AFLAC | — | 26 | December | $4,239 |
| HARTFORD LIFE INSURANCE COMPANY | — | 477 | April | $368 |
Questions
Who is SUMITOMO MITSUI TRUST BANK LIMITED's benefits broker?
Per its most recent Form 5500 Schedule A, SUMITOMO MITSUI TRUST BANK LIMITED's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SUMITOMO MITSUI TRUST BANK LIMITED use?
SUMITOMO MITSUI TRUST BANK LIMITED's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.
When does SUMITOMO MITSUI TRUST BANK LIMITED's group plan renew?
The most recent Schedule A policy period for SUMITOMO MITSUI TRUST BANK LIMITED ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMITOMO MITSUI TRUST BANK LIMITED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.