Form 5500 · Employee benefit plan · DALLAS, TX
EVERETT FINANCIAL, INC. DBA SUPREME LENDING
EVERETT FINANCIAL, INC. DBA SUPREME LENDING's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HOLMES MURPHY & ASSOCIATES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2695327 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 898 | July | $54,451 |
| VISION SERVICE PLAN | Vision | 630 | July | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 6 | July | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 15 | July | $0 |
Questions
Who is EVERETT FINANCIAL, INC. DBA SUPREME LENDING's benefits broker?
Per its most recent Form 5500 Schedule A, EVERETT FINANCIAL, INC. DBA SUPREME LENDING's broker of record is HOLMES MURPHY & ASSOCIATES, INC..
What insurance carrier does EVERETT FINANCIAL, INC. DBA SUPREME LENDING use?
EVERETT FINANCIAL, INC. DBA SUPREME LENDING's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does EVERETT FINANCIAL, INC. DBA SUPREME LENDING's group plan renew?
The most recent Schedule A policy period for EVERETT FINANCIAL, INC. DBA SUPREME LENDING ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EVERETT FINANCIAL, INC. DBA SUPREME LENDING's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.