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Form 5500 · Employee benefit plan · FLOWER MOUND, TX

HENRY INVESTMENT GROUP, LLC

HENRY INVESTMENT GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HOTCHKISS INSURANCE AGENCY LLC. Coverage is written through GUARDIAN. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3341907 · plan 501 · as of Jul 2026

Participants
316
Carriers on file
1
Disclosed commissions
$43,017
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIANDental, Vision, Life, Disability279December$43,017

Questions

Who is HENRY INVESTMENT GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, HENRY INVESTMENT GROUP, LLC's broker of record is HOTCHKISS INSURANCE AGENCY LLC.

What insurance carrier does HENRY INVESTMENT GROUP, LLC use?

HENRY INVESTMENT GROUP, LLC's benefit plan is written through GUARDIAN.

When does HENRY INVESTMENT GROUP, LLC's group plan renew?

The most recent Schedule A policy period for HENRY INVESTMENT GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HENRY INVESTMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.