# EMPLOYEE HEALTH & WELFARE BENEFIT PROGRAM OF GUGGENHEIM CAPITAL, LLC

Health and welfare plan sponsored by **GUGGENHEIM CAPITAL LLC**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | GUGGENHEIM CAPITAL LLC |
| EIN | 364358656 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | CHICAGO, IL |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $6.3M |
| Participants | 2,112 |
| Persons covered | 3,128 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, STD, LTD, Other |
| AETNA LIFE INSURANCE COMPANY | Stop-loss, Vision, Indemnity |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD, LTD |
| METLIFE LEGAL PLANS | Other |

## Brokers

| Broker | Placed with |
|---|---|
| JOSEPH K HALEY | GUARDIAN |
| JOSEPH K HALEY | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| JOSEPH K HALEY | AETNA LIFE INSURANCE COMPANY |
| JK HALEY & ASSOCIATES | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/364358656-501
- Cite as: PlanOptica, https://planoptica.com/welfare/364358656-501
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