Form 5500 · Employee benefit plan · SAN ANTONIO, TX
HEARD AND SMITH LLP
HEARD AND SMITH LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BUSINESS PLANNING CONCEPTS. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2712971 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Dental | 114 | September | $14,953 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 103 | September | $8,053 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 14 | September | $1,852 |
| THE GUARDIAN LIFE INSURANCE COMPANY | — | 46 | September | $1,784 |
Questions
Who is HEARD AND SMITH LLP's benefits broker?
Per its most recent Form 5500 Schedule A, HEARD AND SMITH LLP's broker of record is BUSINESS PLANNING CONCEPTS.
What insurance carrier does HEARD AND SMITH LLP use?
HEARD AND SMITH LLP's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 4 disclosed carriers.
When does HEARD AND SMITH LLP's group plan renew?
The most recent Schedule A policy period for HEARD AND SMITH LLP ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEARD AND SMITH LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.