Form 5500 · Employee benefit plan · CLEARWATER, FL
LOKEY AUTOMOTIVE GROUP
LOKEY AUTOMOTIVE GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTH OPTIONS and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2947417 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH OPTIONS | Health | 126 | December | $55,746 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 34 | December | $18,816 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 180 | December | $13,504 |
| USABLE LIFE | Life | 260 | December | $5,305 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 44 | December | $3,803 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 35 | December | $2,381 |
Questions
Who is LOKEY AUTOMOTIVE GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, LOKEY AUTOMOTIVE GROUP's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does LOKEY AUTOMOTIVE GROUP use?
LOKEY AUTOMOTIVE GROUP's benefit plan is written through HEALTH OPTIONS, among 6 disclosed carriers.
When does LOKEY AUTOMOTIVE GROUP's group plan renew?
The most recent Schedule A policy period for LOKEY AUTOMOTIVE GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LOKEY AUTOMOTIVE GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.