# PLANET FINANCIAL GROUP HEALTH INSURANCE PLAN

Health and welfare plan sponsored by **PLANET FINANCIAL GROUP, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PLANET FINANCIAL GROUP, LLC |
| EIN | 260362894 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | IRVING, TX |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $5.1M |
| Participants | 986 |
| Persons covered | 1,846 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Indemnity, Other |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, STD, LTD, Other |
| DELTA DENTAL OF CALIFORNIA | Dental |
| KAISER PERMANENTE | Health, Rx, HMO |
| EYEMED VISION CARE | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| LOCKTON COMPANIES, LLC | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/260362894-501
- Cite as: PlanOptica, https://planoptica.com/welfare/260362894-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers