form5500lookup

Form 5500 · Employee benefit plan · MARSHALL, TX

LOUIS A. WILLIAMS & ASSOCIATES, INC.

LOUIS A. WILLIAMS & ASSOCIATES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is IMA, INC.. Coverage is written through SUNLIFE and 3 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Insurance carrier
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1469549 · plan 501 · as of Jul 2026

Participants
49
Carriers on file
4
Disclosed commissions
$53,709
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUNLIFEHealth, Dental, Stop-loss39September$49,125
MULTIPLAN39September$2,975
MEDICAL HELPLINE39September$1,073
UNUMLife39September$536

Questions

Who is LOUIS A. WILLIAMS & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, LOUIS A. WILLIAMS & ASSOCIATES, INC.'s broker of record is IMA, INC..

What insurance carrier does LOUIS A. WILLIAMS & ASSOCIATES, INC. use?

LOUIS A. WILLIAMS & ASSOCIATES, INC.'s benefit plan is written through SUNLIFE, among 4 disclosed carriers.

When does LOUIS A. WILLIAMS & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for LOUIS A. WILLIAMS & ASSOCIATES, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

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