Form 5500 · Employee benefit plan · OVERLAND PARK, KS
MORTON INVESTMENT COMPANY LLC
MORTON INVESTMENT COMPANY LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0475845 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 4,069 | December | $19,700 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 612 | December | $6,872 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 3,274 | December | $2,929 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 717 | December | $2,475 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 534 | December | $1,592 |
| METLIFE LEGAL PLANS | — | 226 | December | $1,204 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 145 | December | $707 |
| VISION SERVICE PLAN | Vision | 1,301 | December | $0 |
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss | 1,547 | December | $0 |
| CURALINC LLC | — | 1,819 | December | $0 |
Questions
Who is MORTON INVESTMENT COMPANY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MORTON INVESTMENT COMPANY LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does MORTON INVESTMENT COMPANY LLC use?
MORTON INVESTMENT COMPANY LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 10 disclosed carriers.
When does MORTON INVESTMENT COMPANY LLC's group plan renew?
The most recent Schedule A policy period for MORTON INVESTMENT COMPANY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MORTON INVESTMENT COMPANY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.