Form 5500 · Employee benefit plan · DALLAS, TX
P10 INTERMEDIATE HOLDINGS, LLC
Public Form 5500 records show how P10 INTERMEDIATE HOLDINGS, LLC of DALLAS, TX, a finance and insurance employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0604017 · plan 503 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 326 people.
Reported premium across the insured contracts is $3,200,015, with $46,137 in disclosed broker commissions — about 1.4% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 2 contracts.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life, Disability | 178 | October | $139,589 | $25,386 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 326 | October | $3,060,426 | $20,751 |
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