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Form 5500 · Employee benefit plan · DALLAS, TX

LEEWARD MANAGEMENT SERVICES, LLC

Public Form 5500 records show how LEEWARD MANAGEMENT SERVICES, LLC (DALLAS, TX) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS 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 27-0816762 · plan 501 · as of Jul 2026

Participants
329
Carriers on file
3
Disclosed commissions
$283,555
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth, Dental835December$202,507
SYMETRA LIFE INSURANCE COMPANYLife, Disability355December$76,462
DEARBORN LIFE INSURANCE COMPANYVision367December$4,586

Questions

Who is LEEWARD MANAGEMENT SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LEEWARD MANAGEMENT SERVICES, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does LEEWARD MANAGEMENT SERVICES, LLC use?

LEEWARD MANAGEMENT SERVICES, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 3 disclosed carriers.

When does LEEWARD MANAGEMENT SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for LEEWARD MANAGEMENT SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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