Form 5500 · Employee benefit plan · HOUSTON, TX
JAMES EDWARD & COMPANIES, INC.
JAMES EDWARD & COMPANIES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A). The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0438110 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) | — | 340 | December | $22,782 |
Questions
Who is JAMES EDWARD & COMPANIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, JAMES EDWARD & COMPANIES, INC.'s broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does JAMES EDWARD & COMPANIES, INC. use?
JAMES EDWARD & COMPANIES, INC.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A).
When does JAMES EDWARD & COMPANIES, INC.'s group plan renew?
The most recent Schedule A policy period for JAMES EDWARD & 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 & COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.