# DAVID VOLKERT & ASSOCIATES, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **DAVID VOLKERT & ASSOCIATES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | DAVID VOLKERT & ASSOCIATES, INC. |
| EIN | 630703075 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MOBILE, AL |
| Industry | Professional, Scientific, and Technical Services |
| Funding | mixed |
| Total premiums | $1.5M |
| Participants | 1,264 |
| Persons covered | 1,264 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| BEHAVIORAL HEALTH SYSTEMS, INC. | Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| FMLASOURCE INC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| SBR SERVICES LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| SDR SERVICES, LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | 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/630703075-501
- Cite as: PlanOptica, https://planoptica.com/welfare/630703075-501
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