Form 5500 · Employee benefit plan · NEW YORK, NY
WILLIAM G. SPEARS
WILLIAM G. SPEARS of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DEWITT STERN GROUP. Coverage is written through NASSAU RE and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3930697 · plan 001 · as of Aug 2026
Plan brief
Reported premium is $101,155; the filing discloses no broker commission on these contracts.
The most recent policy period ended in March, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
DEWITT STERN GROUP is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — NASSAU RE, BRIGHTHOUSE LIFE INSURANCE COMPANY and AIG LIFE INSURANCE COMPANY — with NASSAU RE writing the largest contract by premium.
At 1 participants this is a small group; Form 5500 is required once a welfare plan reaches 100 participants, or when it is funded through insurance contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BRIGHTHOUSE LIFE INSURANCE COMPANY | — | — | March | $42,000 | $0 |
| NASSAU RE | — | — | December | $42,155 | $0 |
| AIG LIFE INSURANCE COMPANY | — | — | April | $17,000 | $0 |
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