Form 5500 · Employee benefit plan · NEW BERN, NC
WARD AND SMITH, PA
Public Form 5500 records show how WARD AND SMITH, PA (NEW BERN, NC) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1034724 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 346 | December | $29,444 |
| DELTA DENTAL OF NORTH CAROLINA | Dental | 289 | December | $13,455 |
| UNUM INSURANCE COMPANY | — | 61 | December | $9,412 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 294 | December | $1,971 |
Questions
Who is WARD AND SMITH, PA's benefits broker?
Per its most recent Form 5500 Schedule A, WARD AND SMITH, PA's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does WARD AND SMITH, PA use?
WARD AND SMITH, PA's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does WARD AND SMITH, PA's group plan renew?
The most recent Schedule A policy period for WARD AND SMITH, PA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WARD AND SMITH, PA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.