Form 5500 · Employee benefit plan · HOUSTON, TX
OTC GLOBAL HOLDINGS, LP
OTC GLOBAL HOLDINGS, LP of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BRANDON T PENKO. Coverage is written through TRUSTMARK INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8675090 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRUSTMARK INSURANCE COMPANY | Life | 28 | June | $22,491 |
| TRUSTMARK INSURANCE COMPANY | — | 57 | June | $10,286 |
| TRUSTMARK INSURANCE COMPANY | — | 67 | June | $9,817 |
| TRUSTMARK INSURANCE COMPANY | — | 45 | June | $8,308 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 56 | June | $2,750 |
| BLUE CROSS BLUE SHIELD OF TEXAS | Health, Dental | 384 | June | $0 |
Questions
Who is OTC GLOBAL HOLDINGS, LP's benefits broker?
Per its most recent Form 5500 Schedule A, OTC GLOBAL HOLDINGS, LP's broker of record is BRANDON T PENKO.
What insurance carrier does OTC GLOBAL HOLDINGS, LP use?
OTC GLOBAL HOLDINGS, LP's benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 6 disclosed carriers.
When does OTC GLOBAL HOLDINGS, LP's group plan renew?
The most recent Schedule A policy period for OTC GLOBAL HOLDINGS, LP ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OTC GLOBAL HOLDINGS, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.