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Form 5500 · Employee benefit plan · HOUSTON, TX

SURGE OPERATING, LLC

SURGE OPERATING, LLC'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 BLUECROSS BLUESHIELD OF TEXAS 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 47-4007427 · plan 501 · as of Jul 2026

Participants
160
Carriers on file
4
Disclosed commissions
$21,582
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth, Dental506December$19,113
AFLAC13December$1,776
PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD22December$693
DEARBORN LIFE INSURANCE COMPANYVision, Life, Disability155December$0

Questions

Who is SURGE OPERATING, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SURGE OPERATING, LLC's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does SURGE OPERATING, LLC use?

SURGE OPERATING, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 4 disclosed carriers.

When does SURGE OPERATING, LLC's group plan renew?

The most recent Schedule A policy period for SURGE OPERATING, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SURGE OPERATING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.