Form 5500 · Employee benefit plan · ROCKVILLE, MD
THE DONALDSON GROUP, LLC
Public Form 5500 records show how THE DONALDSON GROUP, LLC (ROCKVILLE, MD) structures its employee benefits. Its broker of record is ORENDA RETIREMENT, LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-2135284 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 209 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 209 | December | $0 |
Questions
Who is THE DONALDSON GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE DONALDSON GROUP, LLC's broker of record is ORENDA RETIREMENT, LLC.
What insurance carrier does THE DONALDSON GROUP, LLC use?
THE DONALDSON GROUP, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE DONALDSON GROUP, LLC's group plan renew?
The most recent Schedule A policy period for THE DONALDSON GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE DONALDSON GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.