Plan Ledger DOL Form 5500 · updated monthly

Bd Holt Co and Holt Texas, LTDbenefits

Holt Welfare Benefit · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$800,166

Bd Holt Co and Holt Texas, LTD's benefits plans covered 4,094 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $800,166 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $195 per covered person, above the median for employer plans that report broker pay. Broker pay fell 23% from $1,045,765 in 2023.

Insurance contracts · 20244
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 6,657 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 4,094 covered
BLUECROSS BLUESHIELD OF TEXAS · dentalpremiums n/a · 7,747 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 8,375 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$775,649 · incl $55,047 fees
PLANSOURCE BENEFITS ADMIN, INC.$24,517 · incl $6,836 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741389993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.