Form 5500 · Employee benefit plan · MAUMEE, OH
TFO PARTNERS, INC.
TFO PARTNERS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KAPNICK & COMPANY, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-1497551 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 142 | December | $13,890 |
| DELTA DENTAL OF OHIO | Dental | 267 | December | $9,881 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 347 | December | $0 |
| EYEMED VISION CARE | Vision | 217 | December | $0 |
Questions
Who is TFO PARTNERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TFO PARTNERS, INC.'s broker of record is KAPNICK & COMPANY, INC..
What insurance carrier does TFO PARTNERS, INC. use?
TFO PARTNERS, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does TFO PARTNERS, INC.'s group plan renew?
The most recent Schedule A policy period for TFO PARTNERS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TFO PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.