Form 5500 · Employee benefit plan · HUNT VALLEY, MD
WALLACE MONTGOMERY & ASSOCIATES, LLP
WALLACE MONTGOMERY & ASSOCIATES, LLP of HUNT VALLEY, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED CONCORDIA INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1051946 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 374 | December | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision | 196 | December | $0 |
| JANUS ASSOCIATES, INC. DBA BHS | — | 189 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 231 | December | $0 |
Questions
Who is WALLACE MONTGOMERY & ASSOCIATES, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, WALLACE MONTGOMERY & ASSOCIATES, LLP's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does WALLACE MONTGOMERY & ASSOCIATES, LLP use?
WALLACE MONTGOMERY & ASSOCIATES, LLP's benefit plan is written through UNITED CONCORDIA INSURANCE COMPANY, among 4 disclosed carriers.
When does WALLACE MONTGOMERY & ASSOCIATES, LLP's group plan renew?
The most recent Schedule A policy period for WALLACE MONTGOMERY & ASSOCIATES, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALLACE MONTGOMERY & ASSOCIATES, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.