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Form 5500 · Employee benefit plan · WASHINGTON, DC

UNITED PLANNING ORGANIZATION

Public Form 5500 records show how UNITED PLANNING ORGANIZATION (WASHINGTON, DC) structures its employee benefits. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in September.

Benefits broker of record
Not disclosed
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0788987 · plan 001 · as of Jul 2026

Participants
795
Carriers on file
1
Disclosed commissions
$0
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY860September$0

Questions

What insurance carrier does UNITED PLANNING ORGANIZATION use?

UNITED PLANNING ORGANIZATION's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

When does UNITED PLANNING ORGANIZATION's group plan renew?

The most recent Schedule A policy period for UNITED PLANNING ORGANIZATION ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNITED PLANNING ORGANIZATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.