Form 5500 · Employee benefit plan · DALLAS, TX
TOLLESON WEALTH MANAGEMENT, INC.
TOLLESON WEALTH MANAGEMENT, 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 BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0430021 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 430 | December | $71,157 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 309 | December | $16,224 |
| VISION SERVICE PLAN | Vision | 157 | December | $0 |
Questions
Who is TOLLESON WEALTH MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TOLLESON WEALTH MANAGEMENT, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does TOLLESON WEALTH MANAGEMENT, INC. use?
TOLLESON WEALTH MANAGEMENT, INC.'s benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 3 disclosed carriers.
When does TOLLESON WEALTH MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for TOLLESON WEALTH MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TOLLESON WEALTH MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.