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Form 5500 · Employee benefit plan · FRANKLIN, TN

WESLEY FINANCIAL GROUP

WESLEY FINANCIAL GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALIUM INSURANCE PARTNERS. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 7 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 45-4049154 · plan 501 · as of Aug 2026

Participants
321
Carriers on file
8
Disclosed commissions
$132,427
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision264December$544,511$72,921
RELIANCE STANDARD LIFE INSURANCE COMPANYLife327December$155,982$23,394
RELIANCE STANDARD LIFE INSURANCE COMPANY327December$148,880$22,332
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability89December$37,719$5,658
CIGNA HEALTH AND LIFE INSURANCE COMPANY67December$13,007$2,586
CIGNA HEALTH AND LIFE INSURANCE COMPANY59December$12,387$2,452
CIGNA HEALTH AND LIFE INSURANCE COMPANY65December$9,806$1,915
RELIANCE STANDARD LIFE INSURANCE COMPANY102December$7,794$1,169

Questions

Who is WESLEY FINANCIAL GROUP's benefits broker?

Per its most recent Form 5500 Schedule A, WESLEY FINANCIAL GROUP's broker of record is ALIUM INSURANCE PARTNERS.

What insurance carrier does WESLEY FINANCIAL GROUP use?

WESLEY FINANCIAL GROUP's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 8 disclosed carriers.

When does WESLEY FINANCIAL GROUP's group plan renew?

The most recent Schedule A policy period for WESLEY FINANCIAL GROUP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WESLEY FINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.