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Form 5500 · Employee benefit plan · APOPKA, FL

JSM & ASSOCIATES, LLC

Public Form 5500 records show how JSM & ASSOCIATES, LLC (APOPKA, FL) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1660700 · plan 501 · as of Jul 2026

Participants
377
Carriers on file
5
Disclosed commissions
$42,357
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability387December$19,295
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental, Vision199December$12,422
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANYHealth50December$8,051
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANYHealth15December$2,589
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth229December$0

Questions

Who is JSM & ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, JSM & ASSOCIATES, LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does JSM & ASSOCIATES, LLC use?

JSM & ASSOCIATES, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does JSM & ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for JSM & ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from JSM & ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.