form5500lookup

Form 5500 · Employee benefit plan · AUSTIN, TX

CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.

CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SHEPARD & WALTON LIFE INS AGENCY. Coverage is written through PRINCIPAL 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 74-1796484 · plan 501 · as of Jul 2026

Participants
119
Carriers on file
2
Disclosed commissions
$38,828
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability109December$28,252
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision304December$10,576

Questions

Who is CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s benefits broker?

Per its most recent Form 5500 Schedule A, CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s broker of record is SHEPARD & WALTON LIFE INS AGENCY.

What insurance carrier does CARDIOTHORACIC AND VASCULAR SURGEONS, P.A. use?

CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s group plan renew?

The most recent Schedule A policy period for CARDIOTHORACIC AND VASCULAR SURGEONS, P.A. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.