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Form 5500 · Employee benefit plan · LEESBURG, VA

UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC

Public Form 5500 records show how UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC (LEESBURG, VA) structures its employee benefits. Its broker of record is THE ROSE FINANCIAL GROUP, LLC. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY (USA). The plan's most recent policy period ended in December.

Benefits broker of record
THE ROSE FINANCIAL GROUP, LLC
Insurance carrier
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1391150 · plan 001 · as of Jul 2026

Participants
45
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)—44December$0

Questions

Who is UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC's benefits broker?

Per its most recent Form 5500 Schedule A, UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC's broker of record is THE ROSE FINANCIAL GROUP, LLC.

What insurance carrier does UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC use?

UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY (USA).

When does UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC's group plan renew?

The most recent Schedule A policy period for UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO PLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.