Form 5500 · Employee benefit plan · SOUTHLAKE, TX
ANCHOR PARTNERS, LLC
Public Form 5500 records show how ANCHOR PARTNERS, LLC (SOUTHLAKE, TX) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-1117599 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 1,027 | December | $110,348 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 2,061 | December | $38,815 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 43 | December | $1,640 |
Questions
Who is ANCHOR PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ANCHOR PARTNERS, LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does ANCHOR PARTNERS, LLC use?
ANCHOR PARTNERS, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does ANCHOR PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for ANCHOR PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ANCHOR PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.