Form 5500 · Employee benefit plan · NORMAN, OK
FERGUSON MANAGEMENT GROUP, LLC
FERGUSON MANAGEMENT GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TIM LEAKE. Coverage is written through PACE UNDERWRITERS / COMPANION LIFE INSURANCE and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1454627 · plan 527 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PACE UNDERWRITERS / COMPANION LIFE INSURANCE | Health, Dental, Vision, Stop-loss | 199 | November | $86,396 |
| AETNA LIFE INSURANCE COMPANY | Health, Stop-loss | 199 | November | $0 |
Questions
Who is FERGUSON MANAGEMENT GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FERGUSON MANAGEMENT GROUP, LLC's broker of record is TIM LEAKE.
What insurance carrier does FERGUSON MANAGEMENT GROUP, LLC use?
FERGUSON MANAGEMENT GROUP, LLC's benefit plan is written through PACE UNDERWRITERS / COMPANION LIFE INSURANCE, among 2 disclosed carriers.
When does FERGUSON MANAGEMENT GROUP, LLC's group plan renew?
The most recent Schedule A policy period for FERGUSON MANAGEMENT GROUP, LLC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FERGUSON MANAGEMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.