Form 5500 · Employee benefit plan · WESTLAKE, OH
TA OPERATING LLC
TA OPERATING LLC of WESTLAKE, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1747077 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 4,155 | December | $1,855,115 | $94,008 |
| ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 1,575 | December | $436,208 | $84,495 |
| ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 1,723 | December | $315,544 | $61,380 |
| ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 1,321 | December | $251,560 | $44,310 |
| EYEMED VISION CARE | Vision | 3,712 | December | $754,363 | $36,997 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 519 | December | $112,123 | $16,036 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 235 | December | $77,886 | $2,471 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 22 | December | $181,939 | $0 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH | — | 17,633 | December | — | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 3,262 | December | $1,441,126 | $0 |
Questions
Who is TA OPERATING LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TA OPERATING LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does TA OPERATING LLC use?
TA OPERATING LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 10 disclosed carriers.
When does TA OPERATING LLC's group plan renew?
The most recent Schedule A policy period for TA OPERATING LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TA OPERATING LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.