Form 5500 · Employee benefit plan · DALLAS, TX
TRADITION MANAGEMENT, LLC
TRADITION MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2648034 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 659 | June | $27,188 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 459 | June | $22,372 |
Questions
Who is TRADITION MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TRADITION MANAGEMENT, LLC's broker of record is HIGGINBOTHAM INSURANCE AGENCY.
What insurance carrier does TRADITION MANAGEMENT, LLC use?
TRADITION MANAGEMENT, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does TRADITION MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for TRADITION MANAGEMENT, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRADITION MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.