Form 5500 · Employee benefit plan · BIRMINGHAM, AL
TIDWELL GROUP, LLC
Public Form 5500 records show how TIDWELL GROUP, LLC (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is PRIESTLEY COMPANY. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1490692 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 190 | December | $14,618 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 171 | December | $12,090 |
| BLUE CROSS AND BLUE SHIELD OF ALABAMA | Health | 50 | December | $0 |
| VISION SERVICE PLAN | Vision | 159 | December | $0 |
| BLUE CROSS AND BLUE SHIELD OF ALABAMA | Health | 116 | December | $0 |
Questions
Who is TIDWELL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TIDWELL GROUP, LLC's broker of record is PRIESTLEY COMPANY.
What insurance carrier does TIDWELL GROUP, LLC use?
TIDWELL GROUP, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.
When does TIDWELL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for TIDWELL GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TIDWELL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.