Form 5500 · Employee benefit plan · HOUSTON, TX
MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP
MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GARZA ROGER JR. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0627804 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 55 | May | $21,914 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 272 | July | $9,791 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 119 | May | $8,803 |
Questions
Who is MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP's broker of record is GARZA ROGER JR.
What insurance carrier does MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP use?
MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP's group plan renew?
The most recent Schedule A policy period for MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MARTIN, DISIERE, JEFFERSON, & WISDOM, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.