Form 5500 · Employee benefit plan · CARROLLTON, TX
HUMPHREY & ASSOCIATES, INC.
Public Form 5500 records show how HUMPHREY & ASSOCIATES, INC. (CARROLLTON, TX) structures its employee benefits. Its broker of record is OAKWOOD CAPITAL SECURITIES, INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1907160 · plan 003 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 568 | June | $773 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 568 | June | $771 |
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 OAKWOOD CAPITAL SECURITIES, INC.
What insurance carrier does HUMPHREY & ASSOCIATES, INC. use?
HUMPHREY & ASSOCIATES, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does HUMPHREY & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for HUMPHREY & ASSOCIATES, INC. ended in June. 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.