Form 5500 · Employee benefit plan · AKRON, OH
VALMARK FINANCIAL GROUP, LLC
VALMARK FINANCIAL GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1924302 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 132 | December | $13,666 |
Questions
Who is VALMARK FINANCIAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, VALMARK FINANCIAL GROUP, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does VALMARK FINANCIAL GROUP, LLC use?
VALMARK FINANCIAL GROUP, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.
When does VALMARK FINANCIAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for VALMARK FINANCIAL GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VALMARK FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.