Form 5500 · Employee benefit plan · IRVING, TX
PLANET FINANCIAL GROUP, LLC
PLANET FINANCIAL GROUP, LLC of IRVING, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0362894 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,051 | December | $48,626 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,698 | December | $12,218 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,602 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 1,512 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 25 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 1,051 | December | $0 |
Questions
Who is PLANET FINANCIAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PLANET FINANCIAL GROUP, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does PLANET FINANCIAL GROUP, LLC use?
PLANET FINANCIAL GROUP, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 6 disclosed carriers.
When does PLANET FINANCIAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for PLANET FINANCIAL GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLANET FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.