Form 5500 · Employee benefit plan · LUBBOCK, TX
UMC PHYSICIANS
Public Form 5500 records show how UMC PHYSICIANS (LUBBOCK, TX) structures its employee benefits. Its broker of record is HERITAGE RISK MANAGEMENT - ALERA GR. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2646477 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 414 | December | $72,925 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 358 | December | $5,185 |
| RESERVE NATIONAL INSURANCE COMPANY | — | 84 | December | $4,319 |
Questions
Who is UMC PHYSICIANS's benefits broker?
Per its most recent Form 5500 Schedule A, UMC PHYSICIANS's broker of record is HERITAGE RISK MANAGEMENT - ALERA GR.
What insurance carrier does UMC PHYSICIANS use?
UMC PHYSICIANS's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does UMC PHYSICIANS's group plan renew?
The most recent Schedule A policy period for UMC PHYSICIANS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UMC PHYSICIANS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.