Form 5500 · Employee benefit plan · BIRMINGHAM, AL
J.L. MORGAN & ASSOCIATES, INC.
Public Form 5500 records show how J.L. MORGAN & ASSOCIATES, INC. (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is STIFEL NICOLAUS & COMPANY INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0893357 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 108 | December | $981 |
Questions
Who is J.L. MORGAN & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, J.L. MORGAN & ASSOCIATES, INC.'s broker of record is STIFEL NICOLAUS & COMPANY INC.
What insurance carrier does J.L. MORGAN & ASSOCIATES, INC. use?
J.L. MORGAN & ASSOCIATES, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does J.L. MORGAN & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for J.L. MORGAN & ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from J.L. MORGAN & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.