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Form 5500 · Employee benefit plan · ROCKVILLE, MD

WORKSOURCE MONTGOMERY, INC.

WORKSOURCE MONTGOMERY, INC. of ROCKVILLE, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is COPPER DUNN LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-2725986 · plan 501 · as of Jul 2026

Participants
121
Carriers on file
1
Disclosed commissions
$3,701
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife118June$3,701

Questions

Who is WORKSOURCE MONTGOMERY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WORKSOURCE MONTGOMERY, INC.'s broker of record is COPPER DUNN LLC.

What insurance carrier does WORKSOURCE MONTGOMERY, INC. use?

WORKSOURCE MONTGOMERY, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.

When does WORKSOURCE MONTGOMERY, INC.'s group plan renew?

The most recent Schedule A policy period for WORKSOURCE MONTGOMERY, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WORKSOURCE MONTGOMERY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.