Form 5500 · Employee benefit plan · PITTSBURGH, PA
WALNUT CAPITAL MANAGEMENT INC.
Public Form 5500 records show how WALNUT CAPITAL MANAGEMENT INC. (PITTSBURGH, PA) structures its employee benefits. Its broker of record is JAMES R NELLIGAN & ASSOCIATES LLC. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1805315 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUNLIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 107 | June | $4,023 |
| UPMC HEALTH BENEFITS | Vision | 87 | June | $146 |
Questions
Who is WALNUT CAPITAL MANAGEMENT INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WALNUT CAPITAL MANAGEMENT INC.'s broker of record is JAMES R NELLIGAN & ASSOCIATES LLC.
What insurance carrier does WALNUT CAPITAL MANAGEMENT INC. use?
WALNUT CAPITAL MANAGEMENT INC.'s benefit plan is written through SUNLIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does WALNUT CAPITAL MANAGEMENT INC.'s group plan renew?
The most recent Schedule A policy period for WALNUT CAPITAL MANAGEMENT INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALNUT CAPITAL MANAGEMENT INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.