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Form 5500 · Employee benefit plan · IRVING, TX

POPULUS FINANCIAL GROUP, INC.

Public Form 5500 records show how POPULUS FINANCIAL GROUP, INC. (IRVING, TX) structures its employee benefits. Its broker of record is AMY GOSWICK. Coverage is written through STANDARD INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2142963 · plan 505 · as of Jul 2026

Participants
1,785
Carriers on file
7
Disclosed commissions
$40,588
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
STANDARD INSURANCE COMPANYDisability24April$17,666
PETERSEN INTERNATIONAL UNDERWRITERSDisability8June$9,414
METROPOLITAN LIFE INSURANCE COMPANYLife105March$7,653
PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD167March$5,855
ALPHA DENTAL PROGRAMS, INC.Dental178March$0
VISION SERVICE PLANVision1,131March$0
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability1,865March$0

Questions

Who is POPULUS FINANCIAL GROUP, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, POPULUS FINANCIAL GROUP, INC.'s broker of record is AMY GOSWICK.

What insurance carrier does POPULUS FINANCIAL GROUP, INC. use?

POPULUS FINANCIAL GROUP, INC.'s benefit plan is written through STANDARD INSURANCE COMPANY, among 7 disclosed carriers.

When does POPULUS FINANCIAL GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for POPULUS FINANCIAL GROUP, INC. ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from POPULUS FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.