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Form 5500 · Employee benefit plan · PHOENIX, AZ

THE MONEY SOURCE

Public Form 5500 records show how THE MONEY SOURCE (PHOENIX, AZ) structures its employee benefits. Its broker of record is NICHOLAS PENSION CONSULTANTS. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3412303 · plan 001 · as of Jul 2026

Participants
937
Carriers on file
1
Disclosed commissions
$2,779
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK0May$2,779

Questions

Who is THE MONEY SOURCE's benefits broker?

Per its most recent Form 5500 Schedule A, THE MONEY SOURCE's broker of record is NICHOLAS PENSION CONSULTANTS.

What insurance carrier does THE MONEY SOURCE use?

THE MONEY SOURCE's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK.

When does THE MONEY SOURCE's group plan renew?

The most recent Schedule A policy period for THE MONEY SOURCE ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE MONEY SOURCE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.