Form 5500 · Employee benefit plan · SANFORD, FL
WHARTON-SMITH, INC.
WHARTON-SMITH, INC. of SANFORD, FL 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 STANDARD INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2392802 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,250 | March | $144,755 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 122 | March | $3,020 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 746 | March | $0 |
Questions
Who is WHARTON-SMITH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WHARTON-SMITH, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does WHARTON-SMITH, INC. use?
WHARTON-SMITH, INC.'s benefit plan is written through STANDARD INSURANCE COMPANY, among 3 disclosed carriers.
When does WHARTON-SMITH, INC.'s group plan renew?
The most recent Schedule A policy period for WHARTON-SMITH, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHARTON-SMITH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.