Form 5500 · Employee benefit plan · JACKSON, MS
MORGAN WHITE GROUP, INC.
The filing calls this plan MORGAN WHITE GROUP EMPLOYEE BENEFIT PLAN.
MORGAN WHITE GROUP, INC. of JACKSON, MS is a 290-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is THOMAS E MESTMAKER INSURANCE AGENCY. Coverage is written through AMFIRST and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 64-0848633 · plan 501 · plan year 2024, filed Jun 3, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
312 other employer plans in Mississippi have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
10 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: supplemental unemployment.
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
The filing declares health, dental, vision, life and disability. Health, dental, vision, life and disability appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 10 contracts here that do not say what they cover.
Reported premium across the insured contracts is $945,445, with $65,005 in disclosed broker commissions — about 6.9% 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.
THOMAS E MESTMAKER INSURANCE AGENCY is the broker of record on 3 of the 10 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including AMFIRST, DELTA DENTAL INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA and DAVIS VISION BY METLIFE. AMFIRST writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 201 | Jan 1, 2025 | $80,137 | $20,037 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1 | Jan 1, 2025 | $125,868 | $18,880 |
| DELTA DENTAL INSURANCE COMPANY | — | 311 | Jan 1, 2025 | $214,387 | $13,935 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 76 | Jan 1, 2025 | $20,578 | $5,147 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 300 | Jan 1, 2025 | $39,187 | $3,922 |
| DAVIS VISION BY METLIFE | — | 311 | Jan 1, 2025 | $36,775 | $2,577 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 87 | Jan 1, 2025 | $2,028 | $507 |
| AMFIRST | — | 0 | Jan 1, 2025 | $417,346 | $0 |
| AURA | — | 141 | Jan 1, 2025 | $5,016 | $0 |
| AURA | — | 189 | Jan 1, 2025 | $4,123 | $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.
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.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Mississippi. 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
312 other employer plans in Mississippi are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 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 Mississippi — largest plans, brokers, carriers and renewal months.