Form 5500 · Employee benefit plan · CHARLOTTE, NC
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0939887 · plan 508 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 52,416 | December | $32,465,343 | $834,135 |
| UNUM INSURANCE COMPANY | — | 6,283 | December | $2,744,046 | $686,282 |
| UNUM INSURANCE COMPANY | — | 8,009 | December | $1,545,838 | $386,823 |
| UNUM INSURANCE COMPANY | — | 8,926 | December | $1,376,242 | $344,478 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 222 | December | $87,377 | $16,744 |
| HARTFORD LIFE AND ACCIDENT | — | 13,878 | December | $1,402,673 | $0 |
| COMPSYCH CORPORATION | — | 39,173 | December | $454,548 | $0 |
Questions
Who is TRUIST FINANCIAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, TRUIST FINANCIAL CORPORATION's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does TRUIST FINANCIAL CORPORATION use?
TRUIST FINANCIAL CORPORATION's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 7 disclosed carriers.
When does TRUIST FINANCIAL CORPORATION's group plan renew?
The most recent Schedule A policy period for TRUIST FINANCIAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRUIST FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.