form5500lookup

Form 5500 · Employee benefit plan · EASTON, MD

THE WHALEN COMPANY

THE WHALEN COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HAYS COMPANIES, INC.. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0784012 · plan 506 · as of Jul 2026

Participants
100
Carriers on file
2
Disclosed commissions
$2,584
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICAN UNITED LIFE INSURANCE COMPANYLife, Disability93July$2,111
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision123July$473

Questions

Who is THE WHALEN COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, THE WHALEN COMPANY's broker of record is HAYS COMPANIES, INC..

What insurance carrier does THE WHALEN COMPANY use?

THE WHALEN COMPANY's benefit plan is written through AMERICAN UNITED LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does THE WHALEN COMPANY's group plan renew?

The most recent Schedule A policy period for THE WHALEN COMPANY ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

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