Form 5500 · Employee benefit plan · TEWKSBURY, MA
HOLT AND BUGBEE COMPANY
HOLT AND BUGBEE COMPANY of TEWKSBURY, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-1448200 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 67 | December | $3,257 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 45 | December | $2,228 |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Vision | 340 | January | $2,039 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 177 | December | $1,883 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 177 | December | $1,567 |
Questions
Who is HOLT AND BUGBEE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, HOLT AND BUGBEE COMPANY's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does HOLT AND BUGBEE COMPANY use?
HOLT AND BUGBEE COMPANY's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does HOLT AND BUGBEE COMPANY's group plan renew?
The most recent Schedule A policy period for HOLT AND BUGBEE COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOLT AND BUGBEE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.