Form 5500 · Employee benefit plan · RICHARDSON, TX
GENERATIONAL EQUITY LLC
GENERATIONAL EQUITY LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through HEALTH CARE SERVICE CORPORATION and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-1122234 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Health, Dental | 346 | June | $104,831 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 89 | June | $13,034 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 71 | June | $5,745 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 51 | June | $3,505 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 258 | June | $2,591 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 294 | June | $1,579 |
Questions
Who is GENERATIONAL EQUITY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, GENERATIONAL EQUITY LLC's broker of record is HIGGINBOTHAM INSURANCE AGENCY.
What insurance carrier does GENERATIONAL EQUITY LLC use?
GENERATIONAL EQUITY LLC's benefit plan is written through HEALTH CARE SERVICE CORPORATION, among 6 disclosed carriers.
When does GENERATIONAL EQUITY LLC's group plan renew?
The most recent Schedule A policy period for GENERATIONAL EQUITY LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GENERATIONAL EQUITY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.