Form 5500 · Employee benefit plan · DALLAS, TX
STEVENS COMPANIES 401(K) PLAN & TRU
STEVENS COMPANIES 401(K) PLAN & TRU of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through TALCOTT RESOLUTION LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1302273 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TALCOTT RESOLUTION LIFE INSURANCE COMPANY | — | 2,016 | December | $0 |
Questions
Who is STEVENS COMPANIES 401(K) PLAN & TRU's benefits broker?
Per its most recent Form 5500 Schedule A, STEVENS COMPANIES 401(K) PLAN & TRU's broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does STEVENS COMPANIES 401(K) PLAN & TRU use?
STEVENS COMPANIES 401(K) PLAN & TRU's benefit plan is written through TALCOTT RESOLUTION LIFE INSURANCE COMPANY.
When does STEVENS COMPANIES 401(K) PLAN & TRU's group plan renew?
The most recent Schedule A policy period for STEVENS COMPANIES 401(K) PLAN & TRU ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STEVENS COMPANIES 401(K) PLAN & TRU's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.