# ALLATA, LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **ALLATA, LLC**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | ALLATA, LLC |
| EIN | 472278486 |
| Plan number | 535 |
| Plan year | 2026 |
| Location | DALLAS, TX |
| Industry | information technology and services |
| Funding | fully insured |
| Total premiums | $1.6M |
| Participants | 92 |
| Persons covered | 422 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health |
| METLIFE LEGAL PLANS | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other, STD |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| AG INSURANCE AGENCIES INC | BLUE CROSS AND BLUE SHIELD OF TEXAS |
| CENTERSTONE INSURANCE AND FINANCIAL | BLUE CROSS AND BLUE SHIELD OF TEXAS |
| A.G. INSURANCE AGENCIES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| CENTERSTONE INSURANCE AND FINANCIAL | METROPOLITAN LIFE INSURANCE COMPANY |
| A.G. INSURANCE AGENCIES, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CENTERSTONE INSURANCE AND FINANCIAL | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| AG INSURANCE AGENCIES INC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| CENTERSTONE INSURANCE AND FINANCIAL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| OPES ONE ADVISORS LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| AG INSURANCE AGENCIES INC | VISION SERVICE PLAN |
| CENTERSTONE INSURANCE AND FINANCIAL | VISION SERVICE PLAN |

## 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/472278486-535
- Cite as: PlanOptica, https://planoptica.com/welfare/472278486-535
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