# FINRA BENEFIT OPTIONS PROGRAM

Health and welfare plan sponsored by **FINRA**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FINRA |
| EIN | 530088710 |
| Plan number | 507 |
| Plan year | 2025 |
| Location | WASHINGTON, DC |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $9.2M |
| Participants | 3,738 |
| Persons covered | 3,827 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| KAISER PERMANENTE | Health, HMO |
| ARAG LEGAL | Other |
| COMBINED INSURANCE COMPANY OF AMERICA | Other |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |
| FEDERAL INSURANCE COMAPNY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| LOCKTON COMPANIES, LLC | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. |
| NFP INSURANCE SERVICES INC | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. |
| LOCKTON COMPANIES, LLC | ARAG SERVICES, LLC |
| LOCKTON COMPANIES, LLC | COMBINED INSURANCE COMPANY OF AMERICA |

## 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/530088710-507
- Cite as: PlanOptica, https://planoptica.com/welfare/530088710-507
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