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Form 5500 · Employee benefit plan · HOUSTON, TX

HOUSTON BALLET FOUNDATION

Public Form 5500 records show how HOUSTON BALLET FOUNDATION (HOUSTON, TX) structures its employee benefits. Its broker of record is USI SOUTHWEST, INC.. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1394920 · plan 502 · as of Jul 2026

Participants
175
Carriers on file
3
Disclosed commissions
$10,082
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICADisability143December$6,812
LIFE INSURANCE COMPANY OF NORTH AMERICALife175December$2,668
LIFE INSURANCE COMPANY OF NORTH AMERICA175December$602

Questions

Who is HOUSTON BALLET FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, HOUSTON BALLET FOUNDATION's broker of record is USI SOUTHWEST, INC..

What insurance carrier does HOUSTON BALLET FOUNDATION use?

HOUSTON BALLET FOUNDATION's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 3 disclosed carriers.

When does HOUSTON BALLET FOUNDATION's group plan renew?

The most recent Schedule A policy period for HOUSTON BALLET FOUNDATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HOUSTON BALLET FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.