Form 5500 · Employee benefit plan · LOS ANGELES, CA
HOULIHAN LOKEY, INC.
Public Form 5500 records show how HOULIHAN LOKEY, INC. (LOS ANGELES, CA) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through UNUM INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2770395 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 326 | December | $21,198 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,611 | December | $0 |
| JANUS ASSOCIATES, INC. DBA BHS | — | 2,793 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,611 | December | $0 |
Questions
Who is HOULIHAN LOKEY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HOULIHAN LOKEY, INC.'s broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does HOULIHAN LOKEY, INC. use?
HOULIHAN LOKEY, INC.'s benefit plan is written through UNUM INSURANCE COMPANY, among 4 disclosed carriers.
When does HOULIHAN LOKEY, INC.'s group plan renew?
The most recent Schedule A policy period for HOULIHAN LOKEY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOULIHAN LOKEY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.