Form 5500 · Employee benefit plan · BALTIMORE, MD
FACET WEALTH, INC.
Public Form 5500 records show how FACET WEALTH, INC. (BALTIMORE, MD) structures its employee benefits. Its broker of record is THE MELTZER GROUP, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3453207 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 160 | August | $10,250 |
| AETNA LIFE INSURANCE CO. | Health, Dental, Vision | 279 | August | $1,220 |
Questions
Who is FACET WEALTH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FACET WEALTH, INC.'s broker of record is THE MELTZER GROUP, INC..
What insurance carrier does FACET WEALTH, INC. use?
FACET WEALTH, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does FACET WEALTH, INC.'s group plan renew?
The most recent Schedule A policy period for FACET WEALTH, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FACET WEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.