Form 5500 · Employee benefit plan · WAYNE, PA
GLOBAL TAX MANAGEMENT, INC.
Public Form 5500 records show how GLOBAL TAX MANAGEMENT, INC. (WAYNE, PA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2817942 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 192 | December | $15,279 |
| STANDARD INSURANCE COMPANY | Dental | 159 | December | $2,929 |
| UNUM INSURANCE COMPANY | — | 28 | December | $2,739 |
| VISION SERVICE PLAN | Vision | 156 | December | $1,037 |
| REVIVEHEALTH | — | 190 | December | $0 |
Questions
Who is GLOBAL TAX MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, GLOBAL TAX MANAGEMENT, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does GLOBAL TAX MANAGEMENT, INC. use?
GLOBAL TAX MANAGEMENT, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does GLOBAL TAX MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for GLOBAL TAX MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GLOBAL TAX MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.