Form 5500 · Employee benefit plan · HOUSTON, TX
TALLY PERSONNEL, LLC
TALLY PERSONNEL, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0865574 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 331 | December | $45,120 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 274 | December | $26,621 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 918 | December | $3,995 |
Questions
Who is TALLY PERSONNEL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TALLY PERSONNEL, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does TALLY PERSONNEL, LLC use?
TALLY PERSONNEL, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does TALLY PERSONNEL, LLC's group plan renew?
The most recent Schedule A policy period for TALLY PERSONNEL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TALLY PERSONNEL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.