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Form 5500 · Employee benefit plan · WATER VALLEY, MS

SOLERO TECHNOLOGIES, LLC

SOLERO TECHNOLOGIES, LLC of WATER VALLEY, MS spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 3 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 31-1232406 · plan 501 · as of Aug 2026

Participants
344
Carriers on file
4
Disclosed commissions
$85,197
Renewal month
December

Plan brief

Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, covers 316 people.

Reported premium across the insured contracts is $6,055,288, with $85,197 in disclosed broker commissions — about 1.4% of premium.

The health contract's policy period ended in December, while at least one ancillary line renews in March — the plan is on a split renewal cycle.

LOCKTON COMPANIES, LLC is the broker of record on all 4 contracts.

4 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY and NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA — with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability341December$424,659$53,618
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESHealth, Dental, Vision316December$5,613,409$30,909
NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA341March$2,764$553
METROPOLITAN GENERAL INSURANCE COMPANY68December$14,456$117

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