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Form 5500 · Employee benefit plan · WESTWORTH VILLAGE, TX

SHADY OAKS COUNTRY CLUB

SHADY OAKS COUNTRY CLUB's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1282255 · plan 501 · as of Jul 2026

Participants
119
Carriers on file
7
Disclosed commissions
$66,798
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental82December$55,157
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY124December$3,706
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability125December$3,453
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife65December$2,529
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife89December$1,159
FIDELITY SECURITY LIFE INSURANCE COMPANYVision109December$669
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY65December$125

Questions

Who is SHADY OAKS COUNTRY CLUB's benefits broker?

Per its most recent Form 5500 Schedule A, SHADY OAKS COUNTRY CLUB's broker of record is HIGGINBOTHAM INSURANCE AGENCY.

What insurance carrier does SHADY OAKS COUNTRY CLUB use?

SHADY OAKS COUNTRY CLUB's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.

When does SHADY OAKS COUNTRY CLUB's group plan renew?

The most recent Schedule A policy period for SHADY OAKS COUNTRY CLUB ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SHADY OAKS COUNTRY CLUB's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.