Form 5500 · Employee benefit plan · ATLANTA, GA
HB WEALTH MANAGEMENT, LLC
HB WEALTH MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-2119854 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | Health | 229 | December | $66,473 |
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 183 | December | $14,925 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 218 | December | $11,374 |
| RELYMD | — | 218 | December | $4,710 |
Questions
Who is HB WEALTH MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HB WEALTH MANAGEMENT, LLC's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does HB WEALTH MANAGEMENT, LLC use?
HB WEALTH MANAGEMENT, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., among 4 disclosed carriers.
When does HB WEALTH MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for HB WEALTH MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HB WEALTH MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.