Form 5500 · Employee benefit plan · IVING, TX
NORTHMARK STRATEGIES LLC
NORTHMARK STRATEGIES 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 LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-2967811 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 544 | December | $10,984 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,169 | December | $8,183 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY | Vision | 885 | December | $3,917 |
| FEDERAL INSURANCE COMPANY | — | — | November | $2,483 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 683 | December | $0 |
Questions
Who is NORTHMARK STRATEGIES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, NORTHMARK STRATEGIES LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does NORTHMARK STRATEGIES LLC use?
NORTHMARK STRATEGIES LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.
When does NORTHMARK STRATEGIES LLC's group plan renew?
The most recent Schedule A policy period for NORTHMARK STRATEGIES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NORTHMARK STRATEGIES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.