Form 5500 · Employee benefit plan · TUCSON, AZ
TCI WEALTH ADVISORS, INC.
TCI WEALTH ADVISORS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOVITT AND TOUCHE, INC.. Coverage is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-1002710 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 101 | December | $157,530 | $19,648 |
Questions
Who is TCI WEALTH ADVISORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TCI WEALTH ADVISORS, INC.'s broker of record is LOVITT AND TOUCHE, INC..
What insurance carrier does TCI WEALTH ADVISORS, INC. use?
TCI WEALTH ADVISORS, INC.'s benefit plan is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA.
When does TCI WEALTH ADVISORS, INC.'s group plan renew?
The most recent Schedule A policy period for TCI WEALTH ADVISORS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TCI WEALTH ADVISORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.