Form 5500 · Employee benefit plan · TAMPA, FL
VALET LIVING, LLC
VALET LIVING, LLC of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4186236 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 216 | December | $24,332 |
| VISION SERVICE PLAN | Vision | 462 | December | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 763 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 1,006 | December | $0 |
Questions
Who is VALET LIVING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, VALET LIVING, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does VALET LIVING, LLC use?
VALET LIVING, LLC's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does VALET LIVING, LLC's group plan renew?
The most recent Schedule A policy period for VALET LIVING, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VALET LIVING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.