Form 5500 · Employee benefit plan · NEW HAVEN, CT
WITHERS BERGMAN LLP
Public Form 5500 records show how WITHERS BERGMAN LLP of NEW HAVEN, CT, a professional services employer, structures its employee benefits. Its broker of record is E PAUL AMATA. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1638121 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 392 people.
Reported premium across the insured contracts is $6,682,698, with $42,999 in disclosed broker commissions — about 0.6% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
E PAUL AMATA is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY, NORTHWESTERN MUTUAL and SUN LIFE ASSURANCE COMPANY OF CANADA — with CIGNA HEALTH AND LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | Disability | 363 | June | $275,595 | $33,071 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 355 | June | $230,851 | $9,928 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 392 | June | $6,176,252 | $0 |
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