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Form 5500 · Employee benefit plan · DALLAS, TX

LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL

Public Form 5500 records show how LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL (DALLAS, TX) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. 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 75-1954636 · plan 502 · as of Jul 2026

Participants
150
Carriers on file
2
Disclosed commissions
$25,791
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability161December$18,434
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision266December$7,357

Questions

Who is LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL's benefits broker?

Per its most recent Form 5500 Schedule A, LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL's broker of record is PATRIOT GROWTH INSURANCE SERVICES.

What insurance carrier does LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL use?

LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL's group plan renew?

The most recent Schedule A policy period for LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LUMACORP PLUS, LLC DBA LUMA RESIDENTIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.