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Form 5500 · Employee benefit plan · CARROLLTON, TX

HUMPHREY & ASSOCIATES, INC.

HUMPHREY & ASSOCIATES, INC. of CARROLLTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LIFETIME BENEFITS INSURANCE LLP. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1907160 · plan 501 · as of Jul 2026

Participants
304
Carriers on file
3
Disclosed commissions
$26,235
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability111April$17,602
UNITED OF OMAHA LIFE INSURANCE COMPANYLife506April$8,633
UNITED OF OMAHA LIFE INSURANCE COMPANYLife0April$0

Questions

Who is HUMPHREY & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HUMPHREY & ASSOCIATES, INC.'s broker of record is LIFETIME BENEFITS INSURANCE LLP.

What insurance carrier does HUMPHREY & ASSOCIATES, INC. use?

HUMPHREY & ASSOCIATES, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does HUMPHREY & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for HUMPHREY & ASSOCIATES, INC. ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HUMPHREY & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.