# JIM S. ADLER & ASSOCIATES COMPREHENSIVE WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **JIM S. ADLER & ASSOCIATES**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | JIM S. ADLER & ASSOCIATES |
| EIN | 760377072 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | HOUSTON, TX |
| Industry | Professional, Scientific, and Technical Services |
| Funding | mixed |
| Total premiums | $1.1M |
| Participants | 283 |
| Persons covered | 303 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SL MANAGEMENT PARTNERS LLC NAT | Stop-loss |
| MUTUAL OF OMAHA INSURANCE COMPANY | STD, LTD, Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |

## Brokers

| Broker | Placed with |
|---|---|
| ROGER LAPHAM | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MELVIN GROSS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NANCY LAPHAM | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARYSOL N. CALVILLO | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROSALINDA BENTANCUR RODRIGUEZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROSS LAPHAM | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BRUCE D AKERS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RICHARD DUDLEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NATIONAL ENROLLMENT PARTNERS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DAVID EVANS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ADVANTAGE BENEFIT SOLUTIONS | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| ASSUREDPARTNERS | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| BENEFITS TEXAS, INC. | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## 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/760377072-503
- Cite as: PlanOptica, https://planoptica.com/welfare/760377072-503
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