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Form 5500 · Employee benefit plan · DALLAS, TX

LANE GORMAN TRUBITT LLC

LANE GORMAN TRUBITT LLC of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LGT INSURANCE SERVICES INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 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 75-1044330 · plan 501 · as of Jul 2026

Participants
134
Carriers on file
3
Disclosed commissions
$64,185
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth111December$58,996
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability134December$4,406
UNITED OF OMAHA LIFE INSURANCE COMPANY134January$783

Questions

Who is LANE GORMAN TRUBITT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LANE GORMAN TRUBITT LLC's broker of record is LGT INSURANCE SERVICES INC.

What insurance carrier does LANE GORMAN TRUBITT LLC use?

LANE GORMAN TRUBITT LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does LANE GORMAN TRUBITT LLC's group plan renew?

The most recent Schedule A policy period for LANE GORMAN TRUBITT LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LANE GORMAN TRUBITT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.