Form 5500 · Employee benefit plan · ALEXANDRIA, VA
THE MOTLEY FOOL HOLDINGS, INC.
THE MOTLEY FOOL HOLDINGS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3335778 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 114 | December | $64,510 | $14,085 |
| SPRINGHEALTH | — | 351 | December | $104,134 | $0 |
| LEGALPLANS USA | — | 76 | December | $18,405 | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 351 | December | $243,574 | $0 |
Questions
Who is THE MOTLEY FOOL HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE MOTLEY FOOL HOLDINGS, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does THE MOTLEY FOOL HOLDINGS, INC. use?
THE MOTLEY FOOL HOLDINGS, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does THE MOTLEY FOOL HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for THE MOTLEY FOOL HOLDINGS, 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 MOTLEY FOOL HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.