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Form 5500 · Employee benefit plan · WACO, TX

NAMAN, HOWELL, SMITH & LEE PLLC

NAMAN, HOWELL, SMITH & LEE PLLC of WACO, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BAILEY & ASSOCIATES FINANCIAL SERVI. Coverage is written through PROVIDENCE ADMINISTRATIVE SERVICES, INC. and 5 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2004800 · plan 502 · as of Jul 2026

Participants
159
Carriers on file
6
Disclosed commissions
$103,850
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PROVIDENCE ADMINISTRATIVE SERVICES, INC.Stop-loss168March$68,972
STARMOUNT LIFE INSURANCE COMPANYDental, Vision113March$9,891
UNUM LIFE INSURANCE COMPANY OF AMERICA77December$6,963
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability189December$6,627
UNUM LIFE INSURANCE COMPANY OF AMERICALife69March$5,893
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability174March$5,504

Questions

Who is NAMAN, HOWELL, SMITH & LEE PLLC's benefits broker?

Per its most recent Form 5500 Schedule A, NAMAN, HOWELL, SMITH & LEE PLLC's broker of record is BAILEY & ASSOCIATES FINANCIAL SERVI.

What insurance carrier does NAMAN, HOWELL, SMITH & LEE PLLC use?

NAMAN, HOWELL, SMITH & LEE PLLC's benefit plan is written through PROVIDENCE ADMINISTRATIVE SERVICES, INC., among 6 disclosed carriers.

When does NAMAN, HOWELL, SMITH & LEE PLLC's group plan renew?

The most recent Schedule A policy period for NAMAN, HOWELL, SMITH & LEE PLLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NAMAN, HOWELL, SMITH & LEE PLLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.