Form 5500 · Employee benefit plan · PLANO, TX
WILLIAM C SHADDOCK INHERITORS TRUST
WILLIAM C SHADDOCK INHERITORS TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-6120668 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 1,173 | December | $108,266 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 1,178 | December | $54,008 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 26 | December | $50,814 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 679 | December | $48,581 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 25 | December | $19,299 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 79 | December | $8,358 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,269 | December | $3,698 |
Questions
Who is WILLIAM C SHADDOCK INHERITORS TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, WILLIAM C SHADDOCK INHERITORS TRUST's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does WILLIAM C SHADDOCK INHERITORS TRUST use?
WILLIAM C SHADDOCK INHERITORS TRUST's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does WILLIAM C SHADDOCK INHERITORS TRUST's group plan renew?
The most recent Schedule A policy period for WILLIAM C SHADDOCK INHERITORS TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILLIAM C SHADDOCK INHERITORS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.