Form 5500 · Employee benefit plan · ST. LOUIS, MO
DAVID MASON & ASSOCIATES
Public Form 5500 records show how DAVID MASON & ASSOCIATES (ST. LOUIS, MO) structures its employee benefits. Its broker of record is THE THOMAS MORGAN GROUP, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1514955 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 106 | December | $11,483 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 111 | December | $10,376 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 115 | December | $4,430 |
Questions
Who is DAVID MASON & ASSOCIATES's benefits broker?
Per its most recent Form 5500 Schedule A, DAVID MASON & ASSOCIATES's broker of record is THE THOMAS MORGAN GROUP, INC..
What insurance carrier does DAVID MASON & ASSOCIATES use?
DAVID MASON & ASSOCIATES's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does DAVID MASON & ASSOCIATES's group plan renew?
The most recent Schedule A policy period for DAVID MASON & ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DAVID MASON & ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.