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Form 5500 · Employee benefit plan · DALLAS, TX

HALL FINANCIAL GROUP, LTD

HALL FINANCIAL GROUP, LTD of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is FILICE INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2737328 · plan 506 · as of Jul 2026

Participants
239
Carriers on file
7
Disclosed commissions
$56,126
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health38December$21,722
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife239December$13,807
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability239December$11,283
CIGNA HEALTH AND LIFE INSURANCE COMPANY49December$3,442
CIGNA HEALTH AND LIFE INSURANCE COMPANY67December$2,483
CIGNA HEALTH AND LIFE INSURANCE COMPANY59December$1,925
VISION SERVICE PLANVision175December$1,464

Questions

Who is HALL FINANCIAL GROUP, LTD's benefits broker?

Per its most recent Form 5500 Schedule A, HALL FINANCIAL GROUP, LTD's broker of record is FILICE INSURANCE SERVICES LLC.

What insurance carrier does HALL FINANCIAL GROUP, LTD use?

HALL FINANCIAL GROUP, LTD's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 7 disclosed carriers.

When does HALL FINANCIAL GROUP, LTD's group plan renew?

The most recent Schedule A policy period for HALL FINANCIAL GROUP, LTD ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HALL FINANCIAL GROUP, LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.