Form 5500 · Employee benefit plan · SELMA, TX
THE LEVY COMPANY
The filing calls this plan THE LEVY COMPANY WRAP PLAN.
THE LEVY COMPANY of SELMA, TX insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is SWBC LIFE INSURANCE AGENCY INC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2942371 · plan 501 · plan year 2025, filed Feb 10, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 7 insured contracts covering dental, vision, life and disability; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 134 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $63,268, with $8,038 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
SWBC LIFE INSURANCE AGENCY INC is the broker of record on 2 of the 7 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 134 | May 1, 2025 | $29,189 | $2,919 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 86 | May 1, 2025 | $14,348 | $2,439 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 90 | May 1, 2025 | $6,550 | $983 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 47 | May 1, 2025 | $4,891 | $734 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 197 | May 1, 2025 | $2,760 | $414 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 39 | May 1, 2025 | $3,533 | $353 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 29 | May 1, 2025 | $1,997 | $196 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Texas. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
More employer plans in Texas — largest plans, brokers, carriers and renewal months.