Form 5500 · Employee benefit plan · NEEDHAM, MA
TREACY & COMPANY
TREACY & COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3213193 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life, Disability | 377 | December | $15,648 |
| AETNA LIFE INSURANCE COMPANY | Dental | 417 | December | $14,606 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 231 | December | $0 |
Questions
Who is TREACY & COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, TREACY & COMPANY's broker of record is MERCER HEALTH & BENEFITS, LLC.
What insurance carrier does TREACY & COMPANY use?
TREACY & COMPANY's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does TREACY & COMPANY's group plan renew?
The most recent Schedule A policy period for TREACY & COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TREACY & COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.