Form 5500 · Employee benefit plan · CINCINNATI, OH
TRUEPOINT WEALTH COUNSEL
Public Form 5500 records show how TRUEPOINT WEALTH COUNSEL (CINCINNATI, OH) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through COMMUNITY INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1306367 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health | 177 | December | $35,070 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 101 | December | $3,837 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision | 82 | December | $3,449 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 103 | December | $587 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 100 | December | $391 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 24 | December | $350 |
Questions
Who is TRUEPOINT WEALTH COUNSEL's benefits broker?
Per its most recent Form 5500 Schedule A, TRUEPOINT WEALTH COUNSEL's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does TRUEPOINT WEALTH COUNSEL use?
TRUEPOINT WEALTH COUNSEL's benefit plan is written through COMMUNITY INSURANCE COMPANY, among 6 disclosed carriers.
When does TRUEPOINT WEALTH COUNSEL's group plan renew?
The most recent Schedule A policy period for TRUEPOINT WEALTH COUNSEL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRUEPOINT WEALTH COUNSEL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.