form5500lookup

Form 5500 · Employee benefit plan · IRVING, TX

UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0493248 · plan 001 · as of Jul 2026

Participants
289
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—297December$0

Questions

What insurance carrier does UNITED CAPITAL FINANCIAL ADVISORS, LLC use?

UNITED CAPITAL FINANCIAL ADVISORS, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does UNITED CAPITAL FINANCIAL ADVISORS, LLC's group plan renew?

The most recent Schedule A policy period for UNITED CAPITAL FINANCIAL ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNITED CAPITAL FINANCIAL ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.