Form 5500 · Employee benefit plan · CHARLOTTESVILLE, VA
WILLOWTREE, INC.
WILLOWTREE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through GUARDIAN and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0422372 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN | Dental, Vision, Life, Disability | 667 | June | $83,229 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 176 | June | $2,732 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 77 | June | $2,562 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 125 | June | $1,972 |
| CIGNA HEALTH & LIFE INSURANCE COMPANY | Health, Vision | 604 | June | $60 |
Questions
Who is WILLOWTREE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WILLOWTREE, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does WILLOWTREE, INC. use?
WILLOWTREE, INC.'s benefit plan is written through GUARDIAN, among 5 disclosed carriers.
When does WILLOWTREE, INC.'s group plan renew?
The most recent Schedule A policy period for WILLOWTREE, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILLOWTREE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.