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Form 5500 · Employee benefit plan · SCOTTSDALE, AZ

RICHARD LEE AVERITTE, JR., PLLC

Public Form 5500 records show how RICHARD LEE AVERITTE, JR., PLLC (SCOTTSDALE, AZ) structures its employee benefits. Its broker of record is MJ INSURANCE. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-3037351 · plan 501 · as of Jul 2026

Participants
185
Carriers on file
4
Disclosed commissions
$23,102
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife179December$11,462
UNITEDHEALTHCARE INSURANCE COMPANYDental116August$7,546
UNITEDHEALTHCARE INSURANCE COMPANYDental117December$2,277
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision182December$1,817

Questions

Who is RICHARD LEE AVERITTE, JR., PLLC's benefits broker?

Per its most recent Form 5500 Schedule A, RICHARD LEE AVERITTE, JR., PLLC's broker of record is MJ INSURANCE.

What insurance carrier does RICHARD LEE AVERITTE, JR., PLLC use?

RICHARD LEE AVERITTE, JR., PLLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does RICHARD LEE AVERITTE, JR., PLLC's group plan renew?

The most recent Schedule A policy period for RICHARD LEE AVERITTE, JR., PLLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from RICHARD LEE AVERITTE, JR., PLLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.