Form 5500 · Employee benefit plan · FORT WORTH, TX
WHITLEY PENN LLP
WHITLEY PENN LLP of FORT WORTH, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL TEXAS, INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2393478 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 240 | December | $10,201 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 148 | December | $7,866 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 718 | December | $7,005 |
| VISION SERVICE PLAN | Vision | 484 | December | $7,003 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 91 | December | $3,883 |
| TEXAS LEGAL PROTECTION PLAN, INC. | — | 152 | December | $3,221 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 93 | December | $2,995 |
Questions
Who is WHITLEY PENN LLP's benefits broker?
Per its most recent Form 5500 Schedule A, WHITLEY PENN LLP's broker of record is HUB INTERNATIONAL TEXAS, INC.
What insurance carrier does WHITLEY PENN LLP use?
WHITLEY PENN LLP's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does WHITLEY PENN LLP's group plan renew?
The most recent Schedule A policy period for WHITLEY PENN LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHITLEY PENN LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.