Form 5500 · Employee benefit plan · HOUSTON, TX
THE MORGAN GROUP INC.
THE MORGAN GROUP INC. of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GARY K GREENSAGE, LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0197035 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 169 | December | $16,390 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 594 | December | $13,813 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 233 | December | $11,827 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 594 | December | $3,458 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 106 | December | $2,648 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 71 | December | $2,301 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 90 | December | $1,559 |
| VISION SERVICE PLAN | Vision | 405 | December | $1,352 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 474 | December | $0 |
Questions
Who is THE MORGAN GROUP INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE MORGAN GROUP INC.'s broker of record is GARY K GREENSAGE, LLC.
What insurance carrier does THE MORGAN GROUP INC. use?
THE MORGAN GROUP INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does THE MORGAN GROUP INC.'s group plan renew?
The most recent Schedule A policy period for THE MORGAN GROUP 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 MORGAN GROUP INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.