Form 5500 · Employee benefit plan · PLANTATION, FL
TRADESTATION GROUP
TRADESTATION GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0977576 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 928 | December | $140,606 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 311 | December | $63,585 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 95 | December | $7,291 |
| AMERICAN PUBLIC LIFE | — | 77 | December | $7,224 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 691 | December | $4,750 |
| MANAGED CARE CONCEPTS | — | 491 | December | $0 |
Questions
Who is TRADESTATION GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, TRADESTATION GROUP's broker of record is MARSH AND MCLENNAN AGENCY.
What insurance carrier does TRADESTATION GROUP use?
TRADESTATION GROUP's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 6 disclosed carriers.
When does TRADESTATION GROUP's group plan renew?
The most recent Schedule A policy period for TRADESTATION GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRADESTATION GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.