Form 5500 · Employee benefit plan · HOUSTON, TX
JAMES EDWARD AND COMPANIES, INC.
JAMES EDWARD AND COMPANIES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0438110 · plan 509 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental, Vision | 275 | December | $15,921 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 347 | December | $13,911 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 203 | December | $305 |
Questions
Who is JAMES EDWARD AND COMPANIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, JAMES EDWARD AND COMPANIES, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does JAMES EDWARD AND COMPANIES, INC. use?
JAMES EDWARD AND COMPANIES, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 3 disclosed carriers.
When does JAMES EDWARD AND COMPANIES, INC.'s group plan renew?
The most recent Schedule A policy period for JAMES EDWARD AND COMPANIES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JAMES EDWARD AND COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.