Form 5500 · Employee benefit plan · THE WOODLANDS, TX
WOODFOREST FINANCIAL GROUP
Public Form 5500 records show how WOODFOREST FINANCIAL GROUP (THE WOODLANDS, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through THE PRUDENTIAL INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0163373 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 4,361 | December | $77,824 |
| VISION SERVICE PLAN | Vision | 3,001 | December | $0 |
Questions
Who is WOODFOREST FINANCIAL GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, WOODFOREST FINANCIAL GROUP's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does WOODFOREST FINANCIAL GROUP use?
WOODFOREST FINANCIAL GROUP's benefit plan is written through THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does WOODFOREST FINANCIAL GROUP's group plan renew?
The most recent Schedule A policy period for WOODFOREST FINANCIAL GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WOODFOREST FINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.