Form 5500 · Employee benefit plan · ATLANTA, GA
PORTMAN HOLDINGS, LLC
PORTMAN HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-0609938 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 113 | December | $31,346 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 237 | December | $18,869 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 175 | December | $0 |
Questions
Who is PORTMAN HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PORTMAN HOLDINGS, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does PORTMAN HOLDINGS, LLC use?
PORTMAN HOLDINGS, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does PORTMAN HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for PORTMAN HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PORTMAN HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.