Form 5500 · Employee benefit plan · SAN ANTONIO, TX
HEARD & SMITH, LLP
HEARD & SMITH, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE RETIREMENT ADVANTAGE INC.. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2712971 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | — | 195 | December | $0 |
Questions
Who is HEARD & SMITH, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, HEARD & SMITH, LLP's broker of record is THE RETIREMENT ADVANTAGE INC..
What insurance carrier does HEARD & SMITH, LLP use?
HEARD & SMITH, LLP's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY.
When does HEARD & SMITH, LLP's group plan renew?
The most recent Schedule A policy period for HEARD & SMITH, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEARD & SMITH, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.