Form 5500 · Employee benefit plan · CHARLOTTE, NC
TAX MANAGEMENT ASSOCIATES, INC.
TAX MANAGEMENT ASSOCIATES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1507131 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 105 | August | $3,356 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 79 | August | $3,316 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 105 | August | $2,563 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 72 | August | $2,521 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 62 | August | $2,079 |
| VISION SERVICE PLAN | Vision | 62 | August | $1,270 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 5 | August | $345 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | — | 11 | August | $256 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 190 | August | $0 |
Questions
Who is TAX MANAGEMENT ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TAX MANAGEMENT ASSOCIATES, INC.'s broker of record is MCGRIFF INSURANCE SERVICES, INC..
What insurance carrier does TAX MANAGEMENT ASSOCIATES, INC. use?
TAX MANAGEMENT ASSOCIATES, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does TAX MANAGEMENT ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for TAX MANAGEMENT ASSOCIATES, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TAX MANAGEMENT ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.