Form 5500 · Employee benefit plan · SALEM, OR
LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST
LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MODERN BENEFITS SOLUTIONS, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1224614 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 147 | December | $13,632 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 512 | December | $6,818 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 120 | December | $5,993 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 112 | December | $5,852 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 512 | December | $5,371 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 82 | December | $3,787 |
Questions
Who is LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's broker of record is MODERN BENEFITS SOLUTIONS, INC..
What insurance carrier does LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST use?
LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's group plan renew?
The most recent Schedule A policy period for LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.