Form 5500 · Employee benefit plan · NEW YORK CITY, NY
THE EXPERT INSTITUTE
THE EXPERT INSTITUTE of NEW YORK CITY, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENNIE INSURANCE, LLC. Coverage is written through PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3779761 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | Dental, Vision | 131 | December | $1,731 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 18 | December | $112 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 168 | December | $0 |
Questions
Who is THE EXPERT INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, THE EXPERT INSTITUTE's broker of record is BENNIE INSURANCE, LLC.
What insurance carrier does THE EXPERT INSTITUTE use?
THE EXPERT INSTITUTE's benefit plan is written through PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, among 3 disclosed carriers.
When does THE EXPERT INSTITUTE's group plan renew?
The most recent Schedule A policy period for THE EXPERT INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE EXPERT INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.