Form 5500 · Employee benefit plan · ALBUQUERQUE, NM
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC of ALBUQUERQUE, NM insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2027950 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 454 people.
Reported premium across the insured contracts is $1,068,225, with $10,682 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN and PRESBYTERIAN HEALTHCARE SERVICES DBA THE SOLUTIONS GROUP — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 348 | September | $67,465 | $8,478 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 454 | September | $982,075 | $1,364 |
| VISION SERVICE PLAN | Vision | 192 | September | $12,515 | $840 |
| PRESBYTERIAN HEALTHCARE SERVICES DBA THE SOLUTIONS GROUP | — | 0 | September | $6,170 | $0 |
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