Plan Ledger DOL Form 5500 · updated monthly

Barri Money Servicesbenefits

Barri Money Services Health and Welfare Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$107,501

Barri Money Services's benefits plans covered 222 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $107,501 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $484 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 44% from $193,385 in 2024.

Insurance contracts · 20258
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 116 covered
TRUSTMARK INSURANCE COMPANY · lifepremiums n/a · 95 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,292 covered
UNUM INSURANCE COMPANYpremiums n/a · 134 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 381 covered
UNUM INSURANCE COMPANYpremiums n/a · 98 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 190 covered
UNUM INSURANCE COMPANYpremiums n/a · 180 covered
Brokers & agents paid · 20254
ALLIANT INSURANCE SERVICES, INC.$70,017 · incl $9,388 fees
ALLIANT INSURANCE SERIVCES$14,064 · incl $1,496 fees
BRANDON T PENKO$22,047
Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273577686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.