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Form 5500 · Employee benefit plan · ORANGE, TX

NELDA C. AND H J LUTCHER STARK FOUNDATION

Public Form 5500 records show how NELDA C. AND H J LUTCHER STARK FOUNDATION (ORANGE, TX) structures its employee benefits. Its broker of record is MORGAN, SHANNON R.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
MORGAN, SHANNON R.
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-6047440 · plan 001 · as of Jul 2026

Participants
137
Carriers on file
1
Disclosed commissions
$40,503
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—145December$40,503

Questions

Who is NELDA C. AND H J LUTCHER STARK FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, NELDA C. AND H J LUTCHER STARK FOUNDATION's broker of record is MORGAN, SHANNON R..

What insurance carrier does NELDA C. AND H J LUTCHER STARK FOUNDATION use?

NELDA C. AND H J LUTCHER STARK FOUNDATION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does NELDA C. AND H J LUTCHER STARK FOUNDATION's group plan renew?

The most recent Schedule A policy period for NELDA C. AND H J LUTCHER STARK FOUNDATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NELDA C. AND H J LUTCHER STARK FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.