Form 5500 · Employee benefit plan · HOUSTON, TX
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2239010 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 1,184 | December | $180,322 |
| EYEMED VISION CARE | Vision | 4,240 | December | $27,460 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,920 | December | $25,389 |
| ARAG SERVICES, LLC | — | 746 | December | $8,099 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 15 | December | $1,053 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 37 | June | $0 |
| TRIPLE S SALUD, INC. | Health, Dental | 6 | December | $0 |
Questions
Who is CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC use?
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.