Form 5500 · Employee benefit plan · HOUSTON, TX
CARRIAGE FUNERAL HOLDINGS, INC.
CARRIAGE FUNERAL HOLDINGS, INC. of HOUSTON, TX spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through DELTA DENTAL INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0423828 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering dental, vision, life and disability; the largest, with DELTA DENTAL INSURANCE COMPANY, covers 1,386 people.
Reported premium across the insured contracts is $1,341,989, with $10,113 in disclosed broker commissions — about 0.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — DELTA DENTAL INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. and CHARLES NECHTEM ASSOCIATES, INC. among them — with DELTA DENTAL INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 939 | December | $564,820 | $10,113 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,375 | December | $110,214 | $0 |
| CHARLES NECHTEM ASSOCIATES, INC. | — | 3,000 | December | $48,000 | $0 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,386 | December | $583,936 | $0 |
| ALPHA DENTAL PROGRAMS, INC. | Dental | 181 | December | $35,019 | $0 |
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