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Form 5500 · Employee benefit plan · CARMEL, IN

YOUTH OPPORTUNITY INVESTMENTS, LLC

Public Form 5500 records show how YOUTH OPPORTUNITY INVESTMENTS, LLC (CARMEL, IN) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 5 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 27-0972875 · plan 501 · as of Jul 2026

Participants
462
Carriers on file
6
Disclosed commissions
$60,977
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYDental, Vision, Stop-loss1,155December$23,235
UNUM INSURANCE COMPANY167December$10,572
UNUM LIFE INSURANCE COMPANY OF AMERICALife230December$8,988
UNUM LIFE INSURANCE COMPANY OF AMERICA125December$8,376
UNUM INSURANCE COMPANY145December$5,857
UNUM LIFE INSURANCE COMPANY OF AMERICALife1,054December$3,949

Questions

Who is YOUTH OPPORTUNITY INVESTMENTS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, YOUTH OPPORTUNITY INVESTMENTS, LLC's broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does YOUTH OPPORTUNITY INVESTMENTS, LLC use?

YOUTH OPPORTUNITY INVESTMENTS, LLC's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.

When does YOUTH OPPORTUNITY INVESTMENTS, LLC's group plan renew?

The most recent Schedule A policy period for YOUTH OPPORTUNITY INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from YOUTH OPPORTUNITY INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.