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Form 5500 · Employee benefit plan · KELLER, TX

LUMISTRY, INC.

The filing calls this plan LUMISTRY HEALTH AND WELFARE PLAN.

Public Form 5500 records show how LUMISTRY, INC. of KELLER, TX, a information and media employer, structures its employee benefits. Its broker of record is NFP CORPORATE SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2764885 · plan 501 · plan year 2025, filed Jun 11, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
128
Active at start of year
124
Active at end of year
135
Disclosed commissions
$17,987
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY384 of 128 participants
Dentalinsured — UNITEDHEALTHCARE INSURANCE COMPANY384 of 128 participants
Visioninsured — EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.200 of 128 participants
Lifeinsured — THE LINCOLN NATIONAL LIFE INSURANCE COMPANY135 of 128 participants
Disabilityinsured — THE LINCOLN NATIONAL LIFE INSURANCE COMPANY135 of 128 participants

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 384 people.

Reported premium across the insured contracts is $1,481,698, with $17,987 in disclosed broker commissions — about 1.2% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

NFP CORPORATE SERVICES is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.

3 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability135Jan 1, 2026$50,916$7,220
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision200Jan 1, 2026$14,901$5,578
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental384Jan 1, 2026$1,408,345$3,682
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—14Jan 1, 2026$7,536$1,507

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
LUMISTRY, INC.
EIN 45-2764885

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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