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Form 5500 · Employee benefit plan · ELKTON, MD

UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.

UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. of ELKTON, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is OSAIC FA INC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0329224 · plan 001 · as of Jul 2026

Participants
269
Carriers on file
2
Disclosed commissions
$5,317
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY59December$3,763
LINCOLN NATIONAL LIFE INSURANCE COMPANY153December$1,554

Questions

Who is UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.'s broker of record is OSAIC FA INC.

What insurance carrier does UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. use?

UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UPPER BAY COUNSELING AND SUPPORT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.