Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
HOMEOWNERS FINANCIAL GROUP USA, LLC
HOMEOWNERS FINANCIAL GROUP USA, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0640473 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 248 | October | $21,654 |
| DELTA DENTAL OF ARIZONA | Dental, Vision | 373 | October | $15,429 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 29 | October | $819 |
Questions
Who is HOMEOWNERS FINANCIAL GROUP USA, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HOMEOWNERS FINANCIAL GROUP USA, LLC's broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does HOMEOWNERS FINANCIAL GROUP USA, LLC use?
HOMEOWNERS FINANCIAL GROUP USA, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does HOMEOWNERS FINANCIAL GROUP USA, LLC's group plan renew?
The most recent Schedule A policy period for HOMEOWNERS FINANCIAL GROUP USA, LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOMEOWNERS FINANCIAL GROUP USA, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.