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Form 5500 · Employee benefit plan · MEMPHIS, TN

THE MALLORY GROUP

THE MALLORY GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FRENKEL BENEFITS. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0291330 · plan 504 · as of Jul 2026

Participants
459
Carriers on file
4
Disclosed commissions
$46,273
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability437September$23,222
AETNA LIFE INSURANCE CO.Dental, Vision490September$21,753
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14September$1,009
HARTFORD LIFE AND ACCIDENT25October$289

Questions

Who is THE MALLORY GROUP's benefits broker?

Per its most recent Form 5500 Schedule A, THE MALLORY GROUP's broker of record is FRENKEL BENEFITS.

What insurance carrier does THE MALLORY GROUP use?

THE MALLORY GROUP's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does THE MALLORY GROUP's group plan renew?

The most recent Schedule A policy period for THE MALLORY GROUP ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE MALLORY GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.