Form 5500 · Employee benefit plan · PHOENIX, AZ
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.
Public Form 5500 records show how MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. (PHOENIX, AZ) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0845708 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 371 | March | $39,897 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 491 | March | $23,807 |
| DELTA DENTAL OF ARIZONA | Dental | 948 | March | $21,190 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,112 | March | $17,995 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,046 | March | $6,328 |
| TELADOC HEALTH, INC. | — | 1,121 | March | $4,780 |
| JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSON BROOKS GROUP | — | 1,214 | March | $0 |
Questions
Who is MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.'s broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. use?
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.