Form 5500 · Employee benefit plan · PHILADELPHIA, PA
WALLACE ROBERTS & TODD, LLC
WALLACE ROBERTS & TODD, LLC of PHILADELPHIA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1615241 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 109 | December | $7,361 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 115 | December | $4,642 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 110 | December | $760 |
Questions
Who is WALLACE ROBERTS & TODD, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WALLACE ROBERTS & TODD, LLC's broker of record is CORPORATE SYNERGIES GROUP LLC.
What insurance carrier does WALLACE ROBERTS & TODD, LLC use?
WALLACE ROBERTS & TODD, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does WALLACE ROBERTS & TODD, LLC's group plan renew?
The most recent Schedule A policy period for WALLACE ROBERTS & TODD, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALLACE ROBERTS & TODD, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.