Form 5500 · Employee benefit plan · TUSCALOOSA, AL
WHATLEY HEALTH SERVICES, INC.
WHATLEY HEALTH SERVICES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0727781 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 158 | November | $5,889 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 120 | November | $4,266 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 120 | November | $1,335 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 116 | November | $626 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 4 | November | $186 |
| BLUE CROSS BLUE SHIELD OF ALABAMA | Health, Dental | 122 | November | $0 |
Questions
Who is WHATLEY HEALTH SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WHATLEY HEALTH SERVICES, INC.'s broker of record is THE BALDWIN GROUP SOUTHEAST LLC.
What insurance carrier does WHATLEY HEALTH SERVICES, INC. use?
WHATLEY HEALTH SERVICES, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does WHATLEY HEALTH SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for WHATLEY HEALTH SERVICES, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHATLEY HEALTH SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.