Form 5500 · Employee benefit plan · ADDISON, TX
ROOTS MANAGEMENT GROUP, LLC
ROOTS MANAGEMENT GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BIG BENEFIT CORP. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0855596 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 432 | May | $181,920 |
| COMBINED INSURANCE COMPANY | — | 141 | May | $75,819 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 602 | May | $36,482 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 243 | May | $16,107 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 194 | May | $11,046 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 153 | May | $11,026 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 183 | May | $9,882 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 203 | May | $8,988 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 598 | May | $7,014 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 599 | May | $1,091 |
Questions
Who is ROOTS MANAGEMENT GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ROOTS MANAGEMENT GROUP, LLC's broker of record is BIG BENEFIT CORP.
What insurance carrier does ROOTS MANAGEMENT GROUP, LLC use?
ROOTS MANAGEMENT GROUP, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does ROOTS MANAGEMENT GROUP, LLC's group plan renew?
The most recent Schedule A policy period for ROOTS MANAGEMENT GROUP, LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROOTS MANAGEMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.