Form 5500 · Employee benefit plan · BREA, CA
THE INNOVATION INSTITUTE, LLC
THE INNOVATION INSTITUTE, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORGAN STANLEY SMITH BARNEY. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0745066 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | — | December | $48,792 |
Questions
Who is THE INNOVATION INSTITUTE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE INNOVATION INSTITUTE, LLC's broker of record is MORGAN STANLEY SMITH BARNEY.
What insurance carrier does THE INNOVATION INSTITUTE, LLC use?
THE INNOVATION INSTITUTE, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
When does THE INNOVATION INSTITUTE, LLC's group plan renew?
The most recent Schedule A policy period for THE INNOVATION INSTITUTE, 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 INNOVATION INSTITUTE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.