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Form 5500 · Employee benefit plan · ROCKVILLE, MD

A. MORTON THOMAS AND ASSOCIATES, INC.

A. MORTON THOMAS AND ASSOCIATES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON SOUTHEAST, INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 1 other carrier. 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 52-0728302 · plan 505 · as of Jul 2026

Participants
358
Carriers on file
2
Disclosed commissions
$78,170
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability867April$78,170
GROUP HOSPITALIZATION MEDICAL SERVICES, INC.Health791December$0

Questions

Who is A. MORTON THOMAS AND ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, A. MORTON THOMAS AND ASSOCIATES, INC.'s broker of record is WILLIS TOWERS WATSON SOUTHEAST, INC.

What insurance carrier does A. MORTON THOMAS AND ASSOCIATES, INC. use?

A. MORTON THOMAS AND ASSOCIATES, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does A. MORTON THOMAS AND ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for A. MORTON THOMAS AND ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from A. MORTON THOMAS AND ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.