Form 5500 · Employee benefit plan · BIRMINGHAM, AL
THE ROBINS & MORTON GROUP
Public Form 5500 records show how THE ROBINS & MORTON GROUP (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-1076743 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 1,102 | December | $164,354 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,252 | December | $63,202 |
| VISION SERVICE PLAN | Vision | 1,012 | December | $17,426 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 1,027 | December | $0 |
| BEHAVIORAL HEALTH SYSTEMS, INC. | — | 928 | December | $0 |
Questions
Who is THE ROBINS & MORTON GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, THE ROBINS & MORTON GROUP's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does THE ROBINS & MORTON GROUP use?
THE ROBINS & MORTON GROUP's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does THE ROBINS & MORTON GROUP's group plan renew?
The most recent Schedule A policy period for THE ROBINS & MORTON GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE ROBINS & MORTON GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.