form5500lookup

Form 5500 · Employee benefit plan · CHICAGO, IL

ZACKS INVESTMENT RESEARCH, INC.

ZACKS INVESTMENT RESEARCH, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is E.R.I.S.A., INC.. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. - JOHN HANCOCK USA. The plan's most recent policy period ended in December.

Benefits broker of record
E.R.I.S.A., INC.
Insurance carrier
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (JOHN HANCOCK USA)
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3108701 · plan 001 · as of Jul 2026

Participants
348
Carriers on file
1
Disclosed commissions
$14,084
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. - JOHN HANCOCK USA—289December$14,084

Questions

Who is ZACKS INVESTMENT RESEARCH, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ZACKS INVESTMENT RESEARCH, INC.'s broker of record is E.R.I.S.A., INC..

What insurance carrier does ZACKS INVESTMENT RESEARCH, INC. use?

ZACKS INVESTMENT RESEARCH, INC.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. - JOHN HANCOCK USA.

When does ZACKS INVESTMENT RESEARCH, INC.'s group plan renew?

The most recent Schedule A policy period for ZACKS INVESTMENT RESEARCH, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ZACKS INVESTMENT RESEARCH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.