Form 5500 · Employee benefit plan · FRISCO, TX
SOLEO HEALTH HOLDINGS
SOLEO HEALTH HOLDINGS'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 SYMETRA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2962027 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 831 | December | $104,602 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,224 | December | $23,114 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,117 | December | $6,313 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 816 | December | $0 |
Questions
Who is SOLEO HEALTH HOLDINGS's benefits broker?
Per its most recent Form 5500 Schedule A, SOLEO HEALTH HOLDINGS's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SOLEO HEALTH HOLDINGS use?
SOLEO HEALTH HOLDINGS's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does SOLEO HEALTH HOLDINGS's group plan renew?
The most recent Schedule A policy period for SOLEO HEALTH HOLDINGS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOLEO HEALTH HOLDINGS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.