Form 5500 · Employee benefit plan · MEDINA, OH
THE A.I. ROOT COMPANY
THE A.I. ROOT COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 6 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0496630 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 138 | December | $4,961 |
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 86 | May | $3,704 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 138 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 138 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 138 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 138 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 87 | July | $0 |
Questions
Who is THE A.I. ROOT COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, THE A.I. ROOT COMPANY's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does THE A.I. ROOT COMPANY use?
THE A.I. ROOT COMPANY's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 7 disclosed carriers.
When does THE A.I. ROOT COMPANY's group plan renew?
The most recent Schedule A policy period for THE A.I. ROOT COMPANY ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE A.I. ROOT COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.