Form 5500 · Employee benefit plan · BALTIMORE, MD
THE ANNIE E. CASEY FOUNDATION, INC.
Public Form 5500 records show how THE ANNIE E. CASEY FOUNDATION, INC. (BALTIMORE, MD) structures its employee benefits. Its broker of record is CAPFINANCIAL SECURITIES LLC. Coverage is written through TRANSAMERICA FINANCIAL 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 52-1951681 · plan 003 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 9 | December | $1,019 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 8 | December | $603 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY | — | 198 | December | $0 |
| NEW YORK LIFE INSURANCE COMPANY | — | 198 | December | $0 |
Questions
Who is THE ANNIE E. CASEY FOUNDATION, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE ANNIE E. CASEY FOUNDATION, INC.'s broker of record is CAPFINANCIAL SECURITIES LLC.
What insurance carrier does THE ANNIE E. CASEY FOUNDATION, INC. use?
THE ANNIE E. CASEY FOUNDATION, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does THE ANNIE E. CASEY FOUNDATION, INC.'s group plan renew?
The most recent Schedule A policy period for THE ANNIE E. CASEY FOUNDATION, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE ANNIE E. CASEY FOUNDATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.