Form 5500 · Employee benefit plan · CHICAGO, IL
WATERTON ASSOCIATES, LLC
Public Form 5500 records show how WATERTON ASSOCIATES, LLC (CHICAGO, IL) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4198140 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,209 | December | $134,589 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 155 | December | $26,134 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 235 | December | $18,165 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 266 | December | $12,704 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 92 | December | $2,520 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 933 | December | $0 |
Questions
Who is WATERTON ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WATERTON ASSOCIATES, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does WATERTON ASSOCIATES, LLC use?
WATERTON ASSOCIATES, LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does WATERTON ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for WATERTON ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WATERTON ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.