Form 5500 · Employee benefit plan · DALLAS, TX
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI SOUTHWEST INC.. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 4 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2967456 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 463 | July | $1,892,835 | $85,373 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 119 | July | $131,729 | $19,759 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 112 | January | $58,451 | $8,768 |
| AFLAC | — | 26 | July | $35,862 | $1,991 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 96 | July | $11,518 | $1,152 |
Questions
Who is SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's broker of record is USI SOUTHWEST INC..
What insurance carrier does SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP use?
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 5 disclosed carriers.
When does SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's group plan renew?
The most recent Schedule A policy period for SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.