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Form 5500 · Employee benefit plan · DALLAS, TX

ALLATA, LLC

ALLATA, LLC of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AG INSURANCE AGENCIES INC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF TEXAS and 6 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2278486 · plan 535 · as of Jul 2026

Participants
140
Carriers on file
7
Disclosed commissions
$89,171
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF TEXASHealth287March$51,997
METROPOLITAN LIFE INSURANCE COMPANYDental460March$14,809
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA51March$9,361
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability105March$6,007
UNUM LIFE INSURANCE COMPANY OF AMERICALife49March$3,500
VISION SERVICE PLANVision101March$1,796
UNUM LIFE INSURANCE COMPANY OF AMERICA32March$1,701

Questions

Who is ALLATA, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ALLATA, LLC's broker of record is AG INSURANCE AGENCIES INC.

What insurance carrier does ALLATA, LLC use?

ALLATA, LLC's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF TEXAS, among 7 disclosed carriers.

When does ALLATA, LLC's group plan renew?

The most recent Schedule A policy period for ALLATA, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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