Form 5500 · Employee benefit plan · MARION, IL
TANNER MARLO CPAS, INC.
TANNER MARLO CPAS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is OSAIC WEALTH INC.. Coverage is written through LINCOLN FINANCIAL. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5825295 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN FINANCIAL | — | 18 | December | $482 |
Questions
Who is TANNER MARLO CPAS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TANNER MARLO CPAS, INC.'s broker of record is OSAIC WEALTH INC..
What insurance carrier does TANNER MARLO CPAS, INC. use?
TANNER MARLO CPAS, INC.'s benefit plan is written through LINCOLN FINANCIAL.
When does TANNER MARLO CPAS, INC.'s group plan renew?
The most recent Schedule A policy period for TANNER MARLO CPAS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TANNER MARLO CPAS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.