Form 5500 · Employee benefit plan · HOUSTON, TX
JIM S. ADLER & ASSOCIATES
JIM S. ADLER & ASSOCIATES of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ADVANTAGE BENEFIT SOLUTIONS. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0377072 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 303 | December | $30,271 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 303 | December | $14,867 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Life | 129 | December | $4,223 |
| SL MANAGEMENT PARTNERS LLC NAT | Stop-loss | 267 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 303 | December | $0 |
| FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY | Stop-loss | 267 | December | $0 |
| AFLAC | Life | — | December | $0 |
Questions
Who is JIM S. ADLER & ASSOCIATES's benefits broker?
Per its most recent Form 5500 Schedule A, JIM S. ADLER & ASSOCIATES's broker of record is ADVANTAGE BENEFIT SOLUTIONS.
What insurance carrier does JIM S. ADLER & ASSOCIATES use?
JIM S. ADLER & ASSOCIATES's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does JIM S. ADLER & ASSOCIATES's group plan renew?
The most recent Schedule A policy period for JIM S. ADLER & ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JIM S. ADLER & ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.