Form 5500 · Employee benefit plan · BRIDGEPORT, CT
TREFZ CORPORATION
TREFZ CORPORATION of BRIDGEPORT, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-0862427 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 165 | August | $7,445 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 25 | August | $524 |
Questions
Who is TREFZ CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, TREFZ CORPORATION's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does TREFZ CORPORATION use?
TREFZ CORPORATION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does TREFZ CORPORATION's group plan renew?
The most recent Schedule A policy period for TREFZ CORPORATION ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TREFZ CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.