Form 5500 · Employee benefit plan · DALLAS, TX
SAVILLE CPAS AND ADVISORS, LLC
Public Form 5500 records show how SAVILLE CPAS AND ADVISORS, LLC (DALLAS, TX) structures its employee benefits. Its broker of record is CURTIS T LADD. Coverage is written through RELIANCE STANDARD LIFE INSURANCE and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0525804 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE | Disability | 147 | December | $10,097 |
| RELIANCE MATRIX | Dental, Vision | 338 | December | $3,342 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 199 | December | $2,897 |
Questions
Who is SAVILLE CPAS AND ADVISORS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SAVILLE CPAS AND ADVISORS, LLC's broker of record is CURTIS T LADD.
What insurance carrier does SAVILLE CPAS AND ADVISORS, LLC use?
SAVILLE CPAS AND ADVISORS, LLC's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE, among 3 disclosed carriers.
When does SAVILLE CPAS AND ADVISORS, LLC's group plan renew?
The most recent Schedule A policy period for SAVILLE CPAS AND ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAVILLE CPAS AND ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.