Form 5500 · Employee benefit plan · TRUSSVILLE, AL
THE MCPHERSON COMPANIES, INC.
Public Form 5500 records show how THE MCPHERSON COMPANIES, INC. (TRUSSVILLE, AL) structures its employee benefits. Its broker of record is TODD SMITH,MORGAN STANLEY & CO INC. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0657937 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | 303 | December | $14,383 |
Questions
Who is THE MCPHERSON COMPANIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE MCPHERSON COMPANIES, INC.'s broker of record is TODD SMITH,MORGAN STANLEY & CO INC.
What insurance carrier does THE MCPHERSON COMPANIES, INC. use?
THE MCPHERSON COMPANIES, INC.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY.
When does THE MCPHERSON COMPANIES, INC.'s group plan renew?
The most recent Schedule A policy period for THE MCPHERSON COMPANIES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE MCPHERSON COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.