form5500lookup

Form 5500 · Employee benefit plan · CHARLOTTE, NC

VERTEX SERVICE PARTNERS, LLC

Public Form 5500 records show how VERTEX SERVICE PARTNERS, LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is TBX EMPLOYEE BENEFITS LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. 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 92-2521569 · plan 501 · as of Jul 2026

Participants
175
Carriers on file
5
Disclosed commissions
$131,804
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANY261December$39,472
CIGNA HEALTH AND LIFE INSURANCE COMPANY222December$37,043
CIGNA HEALTH AND LIFE INSURANCE COMPANY278December$27,485
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental, Vision559December$15,347
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability1,208December$12,457

Questions

Who is VERTEX SERVICE PARTNERS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, VERTEX SERVICE PARTNERS, LLC's broker of record is TBX EMPLOYEE BENEFITS LLC.

What insurance carrier does VERTEX SERVICE PARTNERS, LLC use?

VERTEX SERVICE PARTNERS, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does VERTEX SERVICE PARTNERS, LLC's group plan renew?

The most recent Schedule A policy period for VERTEX SERVICE PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VERTEX SERVICE PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.