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Form 5500 · Employee benefit plan · NEW YORK, NY

TRADITION AMERICA HOLDINGS, INC.

Public Form 5500 records show how TRADITION AMERICA HOLDINGS, INC. (NEW YORK, NY) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INS CE. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3751863 · plan 592 · as of Jul 2026

Participants
472
Carriers on file
2
Disclosed commissions
$45,732
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST UNUM LIFE INSURANCE COMPANYLife473December$24,702
FIRST UNUM LIFE INSURANCE COMPANYLife98December$21,030

Questions

Who is TRADITION AMERICA HOLDINGS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, TRADITION AMERICA HOLDINGS, INC.'s broker of record is EDGEWOOD PARTNERS INS CE.

What insurance carrier does TRADITION AMERICA HOLDINGS, INC. use?

TRADITION AMERICA HOLDINGS, INC.'s benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does TRADITION AMERICA HOLDINGS, INC.'s group plan renew?

The most recent Schedule A policy period for TRADITION AMERICA HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRADITION AMERICA HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.