Form 5500 · Employee benefit plan · RICHARDSON, TX
SERVICE EXPERTS LLC
SERVICE EXPERTS 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 RELIASTAR LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1639453 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 2,092 | December | $138,012 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 4,676 | December | $14,396 |
| METLIFE LEGAL PLANS, INC. | — | 601 | December | $9,994 |
| VISION SERVICE PLAN | Vision | 2,458 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 3,926 | December | $0 |
Questions
Who is SERVICE EXPERTS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SERVICE EXPERTS LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SERVICE EXPERTS LLC use?
SERVICE EXPERTS LLC's benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does SERVICE EXPERTS LLC's group plan renew?
The most recent Schedule A policy period for SERVICE EXPERTS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SERVICE EXPERTS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.