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Form 5500 · Employee benefit plan · HOUSTON, TX

U.S. OCCMED HOLDINGS, LLC

U.S. OCCMED HOLDINGS, LLC of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3712660 · plan 501 · as of Jul 2026

Participants
642
Carriers on file
4
Disclosed commissions
$87,384
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability730December$51,361
BLUECROSS BLUESHIELD OF TEXASHealth519December$36,023
AETNA LIFE INSURANCE COMPANYVision620December$0
METROPOLITAN LIFE INSURANCE COMPANYDental632December$0

Questions

Who is U.S. OCCMED HOLDINGS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, U.S. OCCMED HOLDINGS, LLC's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does U.S. OCCMED HOLDINGS, LLC use?

U.S. OCCMED HOLDINGS, LLC's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 4 disclosed carriers.

When does U.S. OCCMED HOLDINGS, LLC's group plan renew?

The most recent Schedule A policy period for U.S. OCCMED HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from U.S. OCCMED HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.