Form 5500 · Employee benefit plan · WAKEFIELD, MA
ALLEGIANCE FUNDRAISING
Public Form 5500 records show how ALLEGIANCE FUNDRAISING (WAKEFIELD, MA) structures its employee benefits. Its broker of record is HOLMES, MURPHY AND ASSOCIATES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3042218 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 257 | December | $42,503 |
| STANDARD INSURANCE COMPANY | Life, Disability | 190 | December | $19,094 |
| VISION SERVICE PLAN | Vision | 131 | December | $978 |
Questions
Who is ALLEGIANCE FUNDRAISING's benefits broker?
Per its most recent Form 5500 Schedule A, ALLEGIANCE FUNDRAISING's broker of record is HOLMES, MURPHY AND ASSOCIATES, LLC.
What insurance carrier does ALLEGIANCE FUNDRAISING use?
ALLEGIANCE FUNDRAISING's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 3 disclosed carriers.
When does ALLEGIANCE FUNDRAISING's group plan renew?
The most recent Schedule A policy period for ALLEGIANCE FUNDRAISING ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALLEGIANCE FUNDRAISING's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.