Form 5500 · Employee benefit plan · FLORENCE, AL
LYONS HR LLC
The filing calls this plan LYONS & COMPANY, INC. HEALTH AND WELFARE PLAN.
LYONS HR LLC of FLORENCE, AL is a 5,999-participant corporate management employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is EMPLOYEE BENEFITS MANAGEMENT INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0764919 · plan 501 · plan year 2024, filed Aug 25, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
33 other employer plans in Alabama have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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, life and disability.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $4,378,382, with $61,830 in disclosed broker commissions — about 1.4% of premium.
The most recent policy period ended in March, and the plan year ends April 16. Group contracts typically renew on that annual cycle.
EMPLOYEE BENEFITS MANAGEMENT INC is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 3,363 | Mar 2, 2024 | $435,548 | $50,241 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Life, Disability | 1,889 | Mar 2, 2024 | $268,178 | $11,589 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,077 | Mar 2, 2024 | $3,304,996 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 6,771 | Mar 2, 2024 | $369,660 | $0 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
Subscribers see how this compares with similar plans in Alabama. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
33 other employer plans in Alabama are April 1 renewals (policy year ends March).
Their policy years end in March, like this plan’s, so most renew April 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Alabama — largest plans, brokers, carriers and renewal months.