Plan Ledger DOL Form 5500 · updated monthly

Barri Money Servicesbenefits

Barri Money Services Health and Welfare Plan · HOUSTON, TX · plan year 2023

Broker compensation reported · 2023
$191,810

Barri Money Services's benefits plans covered 1,017 active participants in 2023, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $191,810 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $189 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20238
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,017 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 636 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,017 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 92 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 114 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 912 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 900 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 594 covered
Brokers & agents paid · 20233
STEPPED UP INSURANCE AGENCY, INC$85,037
BFG INSURANCE AGENCY LLC$94,839
GEORGE W EVANS & ASSOC INC$11,934 · incl $11,934 fees

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 273743621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.