Form 5500 · Employee benefit plan · OKLAHOMA CITY, OK
HEALTHCARE PARTNERS INVESTMENTS, LLC
HEALTHCARE PARTNERS INVESTMENTS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE PLEXUS GROUPE LLC. Coverage is written through DELTA DENTAL and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-1233477 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL | Dental | 0 | December | $42,412 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 260 | December | $24,899 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 390 | December | $20,364 |
| UNUM INSURANCE COMPANY | — | 234 | December | $7,569 |
| UNUM INSURANCE COMPANY | — | 237 | December | $4,479 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 857 | December | $0 |
| HCC LIFE INSURANCE COMPANY | Stop-loss | 710 | December | $0 |
| VISION SERVICE PLAN | Vision | 0 | December | $0 |
Questions
Who is HEALTHCARE PARTNERS INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HEALTHCARE PARTNERS INVESTMENTS, LLC's broker of record is THE PLEXUS GROUPE LLC.
What insurance carrier does HEALTHCARE PARTNERS INVESTMENTS, LLC use?
HEALTHCARE PARTNERS INVESTMENTS, LLC's benefit plan is written through DELTA DENTAL, among 8 disclosed carriers.
When does HEALTHCARE PARTNERS INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for HEALTHCARE PARTNERS INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEALTHCARE PARTNERS INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.