# TRADESTATION GROUP WELFARE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | TRADESTATION GROUP |
| EIN | 650977576 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PLANTATION, FL |
| Industry | investment banking |
| Funding | mixed |
| Total premiums | $1.9M |
| Participants | 311 |
| Persons covered | 928 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Indemnity |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, STD, LTD, Other |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Other |
| EYEMED VISION CARE | Vision |
| AMERITAS LIFE INSURANCE CORP. | Other |
| MANAGED CARE CONCEPTS | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| MARSH & MCLENNAN AGENCY LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| MARSH & MCLENNAN AGENCY LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| TRION GROUP, INC. | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |
| NATIONAL AGENCY SOLUTIONS LLC | AMERICAN PUBLIC LIFE |
| MARSH & MCLENNAN AGENCY LLC | AMERICAN PUBLIC LIFE |

## 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/650977576-501
- Cite as: PlanOptica, https://planoptica.com/welfare/650977576-501
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