Form 5500 · Employee benefit plan · IRVING, TX
POPULUS FINANCIAL GROUP, INC.
Public Form 5500 records show how POPULUS FINANCIAL GROUP, INC. of IRVING, TX, a retail employer, structures its employee benefits. Its broker of record is AMY GOSWICK. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2142963 · plan 505 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering dental, vision, life and disability; the largest, with LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 1,865 people.
Reported premium across the insured contracts is $1,994,152, with $40,588 in disclosed broker commissions — about 2% of premium.
The most recent policy period ended in April, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
AMY GOSWICK is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
7 carriers appear on the filing — LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN and STANDARD INSURANCE COMPANY among them — with LINCOLN NATIONAL LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Disability | 24 | April | $67,946 | $17,666 |
| PETERSEN INTERNATIONAL UNDERWRITERS | Disability | 8 | June | $32,925 | $9,414 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 105 | March | $131,483 | $7,653 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | — | 167 | March | $31,036 | $5,855 |
| ALPHA DENTAL PROGRAMS, INC. | Dental | 178 | March | $37,352 | $0 |
| VISION SERVICE PLAN | Vision | 1,131 | March | $120,897 | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,865 | March | $1,572,513 | $0 |
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