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Form 5500 · Employee benefit plan · HOUSTON, TX

COATS ROSE, P.C.

Public Form 5500 records show how COATS ROSE, P.C. (HOUSTON, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0294490 · plan 502 · as of Jul 2026

Participants
104
Carriers on file
4
Disclosed commissions
$36,334
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Life, Disability113October$23,579
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental142October$7,451
UNUM LIFE INSURANCE COMPANY OF AMERICA111December$3,101
HARTFORD LIFE AND ACCIDENTLife16June$2,203

Questions

Who is COATS ROSE, P.C.'s benefits broker?

Per its most recent Form 5500 Schedule A, COATS ROSE, P.C.'s broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does COATS ROSE, P.C. use?

COATS ROSE, P.C.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.

When does COATS ROSE, P.C.'s group plan renew?

The most recent Schedule A policy period for COATS ROSE, P.C. ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

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