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Form 5500 · Employee benefit plan · NEW YORK, NY

THE LEVY GROUP, INC.

THE LEVY GROUP, INC. of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RAYMOND JAMES INSURANCE GROUP, INC.. Coverage is written through VOYA FINANCIAL. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3855230 · plan 002 · as of Jul 2026

Participants
209
Carriers on file
1
Disclosed commissions
$39,009
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA FINANCIAL124December$39,009

Questions

Who is THE LEVY GROUP, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE LEVY GROUP, INC.'s broker of record is RAYMOND JAMES INSURANCE GROUP, INC..

What insurance carrier does THE LEVY GROUP, INC. use?

THE LEVY GROUP, INC.'s benefit plan is written through VOYA FINANCIAL.

When does THE LEVY GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for THE LEVY GROUP, 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 LEVY GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.