Form 5500 · Employee benefit plan · GRAPEVINE, TX
SOUTHERN INNOVATIONS, LLC
SOUTHERN INNOVATIONS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1653969 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health | 300 | December | $99,840 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 313 | December | $10,288 |
| DEARBORN LIFE INSURANCE COMPANY | Life, Disability | 248 | December | $7,362 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 38 | December | $1,623 |
| EYEMED VISION CARE | Vision | 386 | December | $193 |
Questions
Who is SOUTHERN INNOVATIONS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHERN INNOVATIONS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SOUTHERN INNOVATIONS, LLC use?
SOUTHERN INNOVATIONS, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 5 disclosed carriers.
When does SOUTHERN INNOVATIONS, LLC's group plan renew?
The most recent Schedule A policy period for SOUTHERN INNOVATIONS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHERN INNOVATIONS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.