Form 5500 · Employee benefit plan · DALLAS, TX
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 463 | July | $85,373 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 119 | July | $19,759 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 112 | January | $8,768 |
| AFLAC | — | 26 | July | $1,991 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 96 | July | $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.