Form 5500 · Employee benefit plan · ALBUQUERQUE, NM
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 348 | September | $8,478 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 454 | September | $1,364 |
| VISION SERVICE PLAN | Vision | 192 | September | $840 |
| PRESBYTERIAN HEALTHCARE SERVICES DBA THE SOLUTIONS GROUP | — | 0 | September | $0 |
Questions
Who is HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC use?
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's group plan renew?
The most recent Schedule A policy period for HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.